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WealthPLAN Partners’s Anavex Life Sciences AVXL Stock Holding History

WealthPLAN Partners’s Portfolio AVXL Stock Details AVXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-500
Closed -$4.29K – 1267
2023
Q1 		$4.29K Buy
+500
New +$4.99K ﹤0.01% 1029

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Northern Trust
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NL
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Jane Street
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Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

WealthPLAN Partners's AVXL Position: Q2 2023 in Review

WealthPLAN Partners sold out of Anavex Life Sciences (AVXL) in Q2 2023, closing a stake of 500 shares — an estimated $4.29K sold.

WealthPLAN Partners first reported a position in AVXL in Q1 2023 and held it in 1 quarter. The position peaked at $4.29K in Q1 2023. 144 funds tracked by Wall St. Rank hold AVXL as of Q2 2023.

  • WealthPLAN Partners reported no remaining Anavex Life Sciences position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 500 Anavex Life Sciences shares in Q2 2023, an estimated $4.29K.
  • WealthPLAN Partners first reported a position in Anavex Life Sciences in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Anavex Life Sciences position peaked at $4.29K in Q1 2023.
  • 144 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.