AWM
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Avior Wealth Management’s Annexon ANNX Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-9
Closed -$64 – 2334
2024
Q1 		$64 Buy
+9
New +$47 ﹤0.01% 3380

Other funds holding ANNX

BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Avior Wealth Management's ANNX Position: Q2 2024 in Review

Avior Wealth Management sold out of Annexon (ANNX) in Q2 2024, closing a stake of 9 shares — an estimated $64 sold.

Avior Wealth Management first reported a position in ANNX in Q1 2024 and held it in 1 quarter. The position peaked at $64 in Q1 2024. 140 funds tracked by Wall St. Rank hold ANNX as of Q2 2024.

  • Avior Wealth Management reported no remaining Annexon position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 9 Annexon shares in Q2 2024, an estimated $64.
  • Avior Wealth Management first reported a position in Annexon in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Annexon position peaked at $64 in Q1 2024.
  • 140 funds tracked by Wall St. Rank held Annexon as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.