IFWM
VCNX

Institute for Wealth Management’s Vaccinex, Inc. Common Stock VCNX Stock Holding History

Institute for Wealth Management’s Portfolio VCNX Stock Details VCNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-95
Closed -$56K – 507
2021
Q2 		$56K Hold
95
– – 0.01% 487
2021
Q1 		$60K Buy
+95
New +$61.1K 0.01% 467

Other funds holding VCNX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
TI
Telemetry Investments New York $63.3M AUM 0.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Institute for Wealth Management's VCNX Position: Q3 2021 in Review

Institute for Wealth Management sold out of Vaccinex, Inc. Common Stock (VCNX) in Q3 2021, closing a stake of 95 shares — an estimated $56K sold.

Institute for Wealth Management first reported a position in VCNX in Q1 2021 and held it in 2 quarters. The position peaked at $60K in Q1 2021. 21 funds tracked by Wall St. Rank hold VCNX as of Q3 2021.

  • Institute for Wealth Management reported no remaining Vaccinex, Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
  • Institute for Wealth Management sold 95 Vaccinex, Inc. Common Stock shares in Q3 2021, an estimated $56K.
  • Institute for Wealth Management first reported a position in Vaccinex, Inc. Common Stock in Q1 2021 and held it in 2 quarters.
  • Institute for Wealth Management's Vaccinex, Inc. Common Stock position peaked at $60K in Q1 2021.
  • 21 funds tracked by Wall St. Rank held Vaccinex, Inc. Common Stock as of Q3 2021.

Based on Institute for Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.