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Heritage Wealth Advisors’s AN2 Therapeutics ANTX Stock Holding History

Heritage Wealth Advisors’s Portfolio ANTX Stock Details ANTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,060
Closed -$17K – 564
2023
Q3 		$17K Buy
+1,060
New +$12K ﹤0.01% 392

Other funds holding ANTX

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return

Heritage Wealth Advisors's ANTX Position: Q4 2023 in Review

Heritage Wealth Advisors sold out of AN2 Therapeutics (ANTX) in Q4 2023, closing a stake of 1,060 shares — an estimated $17K sold.

Heritage Wealth Advisors first reported a position in ANTX in Q3 2023 and held it in 1 quarter. The position peaked at $17K in Q3 2023. 51 funds tracked by Wall St. Rank hold ANTX as of Q4 2023.

  • Heritage Wealth Advisors reported no remaining AN2 Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1,060 AN2 Therapeutics shares in Q4 2023, an estimated $17K.
  • Heritage Wealth Advisors first reported a position in AN2 Therapeutics in Q3 2023 and held it in 1 quarter.
  • Heritage Wealth Advisors's AN2 Therapeutics position peaked at $17K in Q3 2023.
  • 51 funds tracked by Wall St. Rank held AN2 Therapeutics as of Q4 2023.

Based on Heritage Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.