PWMG
ANNX icon

Private Wealth Management Group’s Annexon ANNX Stock Holding History

Private Wealth Management Group’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
2025
Q2 		– Sell
-654
Closed -$1.26K – 1498
2025
Q1 		$1.26K Hold
654
– – ﹤0.01% 1205
2024
Q4 		$3.36K Hold
654
– – ﹤0.01% 902
2024
Q3 		$3.87K Hold
654
– – ﹤0.01% 827
2024
Q2 		$3.21K Hold
654
– – ﹤0.01% 888
2024
Q1 		$4.69K Hold
654
– – ﹤0.01% 641
2023
Q4 		$2.97K Buy
+654
New +$1.62K ﹤0.01% 811

Other funds holding ANNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
SCM
Sio Capital Management New York $694M AUM 79.73% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $509M AUM 24.47% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $19.3B AUM 39.18% 1-Year Est. Return