FWA
ANNX icon

Freedom Wealth Alliance’s Annexon ANNX Stock Holding History

Freedom Wealth Alliance’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
-3,889
Closed -$20.1K – 88
2022
Q4 		$20.1K Buy
+3,889
New +$21.4K 0.03% 208

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

Freedom Wealth Alliance's ANNX Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Annexon (ANNX) in Q1 2023, closing a stake of 3,889 shares — an estimated $20.1K sold.

Freedom Wealth Alliance first reported a position in ANNX in Q4 2022 and held it in 1 quarter. The position peaked at $20.1K in Q4 2022. 99 funds tracked by Wall St. Rank hold ANNX as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Annexon position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 3,889 Annexon shares in Q1 2023, an estimated $20.1K.
  • Freedom Wealth Alliance first reported a position in Annexon in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Annexon position peaked at $20.1K in Q4 2022.
  • 99 funds tracked by Wall St. Rank held Annexon as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.