Institute for Wealth Management’s AnaptysBio ANAB Stock Holding History

Institute for Wealth Management’s Portfolio ANAB Stock Details ANAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-8,055	Closed	-$250K	–	450
2022 Q4	$250K	Sell	8,055 -3,492	-30%	-$98.6K	0.05%	384
2022 Q3	$295K	Hold	11,547	–	–	0.07%	341
2022 Q2	$234K	Buy	11,547 +3,432	+42%	+$76K	0.05%	457
2022 Q1	$201K	Hold	8,115	–	–	0.03%	514
2021 Q4	$282K	Sell	8,115 -3,750	-32%	-$119K	0.05%	392
2021 Q3	$322K	Hold	11,865	–	–	0.06%	353
2021 Q2	$308K	Hold	11,865	–	–	0.05%	368
2021 Q1	$256K	Buy	+11,865	New	+$299K	0.05%	394

Other funds holding ANAB

EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Institute for Wealth Management's ANAB Position: Q1 2023 in Review

Institute for Wealth Management sold out of AnaptysBio (ANAB) in Q1 2023, closing a stake of 8,055 shares — an estimated $250K sold.

Institute for Wealth Management first reported a position in ANAB in Q1 2021 and held it in 8 quarters. The position peaked at $322K in Q3 2021. 113 funds tracked by Wall St. Rank hold ANAB as of Q1 2023.

Institute for Wealth Management reported no remaining AnaptysBio position as of Q1 2023 after selling out during the quarter.
Institute for Wealth Management sold 8,055 AnaptysBio shares in Q1 2023, an estimated $250K.
Institute for Wealth Management first reported a position in AnaptysBio in Q1 2021 and held it in 8 quarters.
Institute for Wealth Management's AnaptysBio position peaked at $322K in Q3 2021.
113 funds tracked by Wall St. Rank held AnaptysBio as of Q1 2023.

Based on Institute for Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.