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Capital Performance Advisors’s Annexon ANNX Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-1,438
Closed -$8.51K – 312
2024
Q3 		$8.51K Buy
+1,438
New +$8.53K ﹤0.01% 904

Other funds holding ANNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Performance Advisors's ANNX Position: Q4 2024 in Review

Capital Performance Advisors sold out of Annexon (ANNX) in Q4 2024, closing a stake of 1,438 shares — an estimated $8.51K sold.

Capital Performance Advisors first reported a position in ANNX in Q3 2024 and held it in 1 quarter. The position peaked at $8.51K in Q3 2024. 152 funds tracked by Wall St. Rank hold ANNX as of Q4 2024.

  • Capital Performance Advisors reported no remaining Annexon position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1,438 Annexon shares in Q4 2024, an estimated $8.51K.
  • Capital Performance Advisors first reported a position in Annexon in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Annexon position peaked at $8.51K in Q3 2024.
  • 152 funds tracked by Wall St. Rank held Annexon as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.