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WMG Financial Advisors’s Axsome Therapeutics AXSM Stock Holding History

WMG Financial Advisors’s Portfolio AXSM Stock Details AXSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-9,850
Closed -$760K – 120
2022
Q4 		$760K Sell
9,850
-5,000
-34% -$299K 0.65% 47
2022
Q3 		$663K Hold
14,850
– – 0.6% 48
2022
Q2 		$567K Sell
14,850
-2,000
-12% -$63.3K 0.49% 55
2022
Q1 		$698K Hold
16,850
– – 0.51% 50
2021
Q4 		$638K Buy
+16,850
New +$620K 0.5% 48

Other funds holding AXSM

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
FFM
Fairmount Funds Management West Conshohocken, Pennsylvania $1.38B AUM 407.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WMG Financial Advisors's AXSM Position: Q1 2023 in Review

WMG Financial Advisors sold out of Axsome Therapeutics (AXSM) in Q1 2023, closing a stake of 9,850 shares — an estimated $760K sold.

WMG Financial Advisors first reported a position in AXSM in Q4 2021 and held it in 5 quarters. The position peaked at $760K in Q4 2022. 197 funds tracked by Wall St. Rank hold AXSM as of Q1 2023.

  • WMG Financial Advisors reported no remaining Axsome Therapeutics position as of Q1 2023 after selling out during the quarter.
  • WMG Financial Advisors sold 9,850 Axsome Therapeutics shares in Q1 2023, an estimated $760K.
  • WMG Financial Advisors first reported a position in Axsome Therapeutics in Q4 2021 and held it in 5 quarters.
  • WMG Financial Advisors's Axsome Therapeutics position peaked at $760K in Q4 2022.
  • 197 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q1 2023.

Based on WMG Financial Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.