AWA
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Alta Wealth Advisors’s Annexon ANNX Stock Holding History

Alta Wealth Advisors’s Portfolio ANNX Stock Details ANNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10,158
Closed -$117K – 146
2021
Q4 		$117K Hold
10,158
– – 0.07% 145
2021
Q3 		$189K Buy
+10,158
New +$206K 0.14% 139

Other funds holding ANNX

EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Alta Wealth Advisors's ANNX Position: Q1 2022 in Review

Alta Wealth Advisors sold out of Annexon (ANNX) in Q1 2022, closing a stake of 10,158 shares — an estimated $117K sold.

Alta Wealth Advisors first reported a position in ANNX in Q3 2021 and held it in 2 quarters. The position peaked at $189K in Q3 2021. 101 funds tracked by Wall St. Rank hold ANNX as of Q1 2022.

  • Alta Wealth Advisors reported no remaining Annexon position as of Q1 2022 after selling out during the quarter.
  • Alta Wealth Advisors sold 10,158 Annexon shares in Q1 2022, an estimated $117K.
  • Alta Wealth Advisors first reported a position in Annexon in Q3 2021 and held it in 2 quarters.
  • Alta Wealth Advisors's Annexon position peaked at $189K in Q3 2021.
  • 101 funds tracked by Wall St. Rank held Annexon as of Q1 2022.

Based on Alta Wealth Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.