One Wealth Advisors’s Annexon ANNX Stock Holding History

One Wealth Advisors’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
2021 Q3	–	Sell	-17,000	Closed	-$383K	–	217
2021 Q2	$383K	Buy	+17,000	New	+$377K	0.12%	94

Other funds holding ANNX

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

AIM

Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

One Wealth Advisors's ANNX Position: Q3 2021 in Review

One Wealth Advisors sold out of Annexon (ANNX) in Q3 2021, closing a stake of 17,000 shares — an estimated $383K sold.

One Wealth Advisors first reported a position in ANNX in Q2 2021 and held it in 1 quarter. The position peaked at $383K in Q2 2021. 82 funds tracked by Wall St. Rank hold ANNX as of Q3 2021.

One Wealth Advisors reported no remaining Annexon position as of Q3 2021 after selling out during the quarter.
One Wealth Advisors sold 17,000 Annexon shares in Q3 2021, an estimated $383K.
One Wealth Advisors first reported a position in Annexon in Q2 2021 and held it in 1 quarter.
One Wealth Advisors's Annexon position peaked at $383K in Q2 2021.
82 funds tracked by Wall St. Rank held Annexon as of Q3 2021.

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