EI
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Ellevest Inc’s Annexon ANNX Stock Holding History

Ellevest Inc’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
2023
Q1 		– Sell
-405
Closed -$2.09K – 1887
2022
Q4 		$2.09K Sell
405
-70
-15% -$385 ﹤0.01% 1379
2022
Q3 		$3K Hold
475
– – ﹤0.01% 1257
2022
Q2 		$2K Buy
+475
New +$1.45K ﹤0.01% 1134
2022
Q1 		– Sell
-10
Closed – – 1397
2021
Q4 		$0 Buy
+10
New +$162 ﹤0.01% 1395

Other funds holding ANNX

AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return

Ellevest Inc's ANNX Position: Q1 2023 in Review

Ellevest Inc sold out of Annexon (ANNX) in Q1 2023, closing a stake of 405 shares — an estimated $2.09K sold.

Ellevest Inc first reported a position in ANNX in Q4 2021 and held it in 4 quarters. The position peaked at $3K in Q3 2022. 99 funds tracked by Wall St. Rank hold ANNX as of Q1 2023.

  • Ellevest Inc reported no remaining Annexon position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 405 Annexon shares in Q1 2023, an estimated $2.09K.
  • Ellevest Inc first reported a position in Annexon in Q4 2021 and held it in 4 quarters.
  • Ellevest Inc's Annexon position peaked at $3K in Q3 2022.
  • 99 funds tracked by Wall St. Rank held Annexon as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.