Annex Advisory Services’s Weibo WB Stock Holding History

Annex Advisory Services’s Portfolio WB Stock Details WB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-6,300	Closed	-$299K	–	259
2021 Q3	$299K	Hold	6,300	–	–	0.02%	169
2021 Q2	$332K	Hold	6,300	–	–	0.03%	173
2021 Q1	$318K	Hold	6,300	–	–	0.03%	160
2020 Q4	$258K	Hold	6,300	–	–	0.03%	162
2020 Q3	$230K	Hold	6,300	–	–	0.03%	124
2020 Q2	$212K	Hold	6,300	–	–	0.03%	116
2020 Q1	$209K	Hold	6,300	–	–	0.03%	114
2019 Q4	$292K	Hold	6,300	–	–	0.04%	106
2019 Q3	$282K	Hold	6,300	–	–	0.04%	103
2019 Q2	$274K	Hold	6,300	–	–	0.04%	98
2019 Q1	$391K	Hold	6,300	–	–	0.06%	85
2018 Q4	$368K	Hold	6,300	–	–	0.06%	91
2018 Q3	$461K	Hold	6,300	–	–	0.07%	84
2018 Q2	$559K	Hold	6,300	–	–	0.1%	81
2018 Q1	$753K	Buy	6,300 +3,500	+125%	+$447K	0.14%	76
2017 Q4	$290K	Sell	2,800 -2,200	-44%	-$228K	0.05%	100
2017 Q3	$495K	Hold	5,000	–	–	0.1%	78
2017 Q2	$332K	Buy	+5,000	New	+$324K	0.07%	91

Other funds holding WB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Annex Advisory Services's WB Position: Q4 2021 in Review

Annex Advisory Services sold out of Weibo (WB) in Q4 2021, closing a stake of 6,300 shares — an estimated $299K sold.

Annex Advisory Services first reported a position in WB in Q2 2017 and held it in 18 quarters. The position peaked at $753K in Q1 2018. 168 funds tracked by Wall St. Rank hold WB as of Q4 2021.

Annex Advisory Services reported no remaining Weibo position as of Q4 2021 after selling out during the quarter.
Annex Advisory Services sold 6,300 Weibo shares in Q4 2021, an estimated $299K.
Annex Advisory Services first reported a position in Weibo in Q2 2017 and held it in 18 quarters.
Annex Advisory Services's Weibo position peaked at $753K in Q1 2018.
168 funds tracked by Wall St. Rank held Weibo as of Q4 2021.

Based on Annex Advisory Services's 13F filing for Q4 2021, filed 31 Jan 2022.