VFA
ATNX

Valeo Financial Advisors’s Athenex, Inc. Common Stock ATNX Stock Holding History

Valeo Financial Advisors’s Portfolio ATNX Stock Details ATNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-50
Closed -$11K – 2241
2020
Q4 		$11K Hold
50
– – ﹤0.01% 1190
2020
Q3 		$12K Hold
50
– – ﹤0.01% 1050
2020
Q2 		$14K Buy
+50
New +$10.6K ﹤0.01% 1186

Other funds holding ATNX

PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Valeo Financial Advisors's ATNX Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Athenex, Inc. Common Stock (ATNX) in Q1 2021, closing a stake of 50 shares — an estimated $11K sold.

Valeo Financial Advisors first reported a position in ATNX in Q2 2020 and held it in 3 quarters. The position peaked at $14K in Q2 2020. 122 funds tracked by Wall St. Rank hold ATNX as of Q1 2021.

  • Valeo Financial Advisors reported no remaining Athenex, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 50 Athenex, Inc. Common Stock shares in Q1 2021, an estimated $11K.
  • Valeo Financial Advisors first reported a position in Athenex, Inc. Common Stock in Q2 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's Athenex, Inc. Common Stock position peaked at $14K in Q2 2020.
  • 122 funds tracked by Wall St. Rank held Athenex, Inc. Common Stock as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.