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Financial Synergies Wealth Advisors’s Anixa Biosciences ANIX Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio ANIX Stock Details ANIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-100
Closed -$306 – 471
2022
Q2 		$306 Buy
+100
New +$315 ﹤0.01% 438

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LFCM
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State Street
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RJA
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Northern Trust
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Renaissance Technologies
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Financial Synergies Wealth Advisors's ANIX Position: Q3 2022 in Review

Financial Synergies Wealth Advisors sold out of Anixa Biosciences (ANIX) in Q3 2022, closing a stake of 100 shares — an estimated $306 sold.

Financial Synergies Wealth Advisors first reported a position in ANIX in Q2 2022 and held it in 1 quarter. The position peaked at $306 in Q2 2022. 41 funds tracked by Wall St. Rank hold ANIX as of Q3 2022.

  • Financial Synergies Wealth Advisors reported no remaining Anixa Biosciences position as of Q3 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 100 Anixa Biosciences shares in Q3 2022, an estimated $306.
  • Financial Synergies Wealth Advisors first reported a position in Anixa Biosciences in Q2 2022 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Anixa Biosciences position peaked at $306 in Q2 2022.
  • 41 funds tracked by Wall St. Rank held Anixa Biosciences as of Q3 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2022, filed 4 Apr 2024.