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Financial Synergies Wealth Advisors’s ANI Pharmaceuticals ANIP Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio ANIP Stock Details ANIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-16
Closed -$1.11K – 93
2024
Q1 		$1.11K Buy
+16
New +$966 ﹤0.01% 394
2023
Q4 		– Sell
-16
Closed -$929 – 466
2023
Q3 		$929 Hold
16
– – ﹤0.01% 383
2023
Q2 		$862 Buy
+16
New +$709 ﹤0.01% 394

Other funds holding ANIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Rubric Capital Management (New York)
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Deep Track Capital
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Synergies Wealth Advisors's ANIP Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of ANI Pharmaceuticals (ANIP) in Q2 2024, closing a stake of 16 shares — an estimated $1.11K sold.

Financial Synergies Wealth Advisors first reported a position in ANIP in Q2 2023 and held it in 3 quarters. The position peaked at $1.11K in Q1 2024. 201 funds tracked by Wall St. Rank hold ANIP as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining ANI Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 16 ANI Pharmaceuticals shares in Q2 2024, an estimated $1.11K.
  • Financial Synergies Wealth Advisors first reported a position in ANI Pharmaceuticals in Q2 2023 and held it in 3 quarters.
  • Financial Synergies Wealth Advisors's ANI Pharmaceuticals position peaked at $1.11K in Q1 2024.
  • 201 funds tracked by Wall St. Rank held ANI Pharmaceuticals as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.