KAS
ANNX icon

Kestra Advisory Services’s Annexon ANNX Stock Holding History

Kestra Advisory Services’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
2024
Q3 		– Sell
-10,000
Closed -$49K – 2559
2024
Q2 		$49K Hold
10,000
– – ﹤0.01% 2561
2024
Q1 		$71.7K Hold
10,000
– – ﹤0.01% 2385
2023
Q4 		$45.4K Sell
10,000
-11,000
-52% -$27.2K ﹤0.01% 2225
2023
Q3 		$49.6K Sell
21,000
-4,000
-16% -$12.1K ﹤0.01% 2056
2023
Q2 		$88K Buy
25,000
+10,000
+67% +$43.7K ﹤0.01% 2006
2023
Q1 		$57.8K Hold
15,000
– – ﹤0.01% 1987
2022
Q4 		$77.5K Hold
15,000
– – ﹤0.01% 2160
2022
Q3 		$93K Hold
15,000
– – ﹤0.01% 1986
2022
Q2 		$57K Hold
15,000
– – ﹤0.01% 2030
2022
Q1 		$41K Buy
+15,000
New +$92.3K ﹤0.01% 1965

Other funds holding ANNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return