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Prospera Financial Services’s Annexon ANNX Stock Holding History

Prospera Financial 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
2023
Q3 		– Sell
-11,078
Closed -$39K – 1009
2023
Q2 		$39K Sell
11,078
-1,598
-13% -$6.99K ﹤0.01% 991
2023
Q1 		$48.8K Buy
+12,676
New +$69.7K ﹤0.01% 941
2022
Q2 		– Sell
-8,309
Closed -$23K – 1644
2022
Q1 		$23K Buy
+8,309
New +$51.1K ﹤0.01% 1669

Other funds holding ANNX

AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $1.11B AUM 866.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Prospera Financial Services's ANNX Position: Q3 2023 in Review

Prospera Financial Services sold out of Annexon (ANNX) in Q3 2023, closing a stake of 11,078 shares — an estimated $39K sold.

Prospera Financial Services first reported a position in ANNX in Q1 2022 and held it in 3 quarters. The position peaked at $48.8K in Q1 2023. 93 funds tracked by Wall St. Rank hold ANNX as of Q3 2023.

  • Prospera Financial Services reported no remaining Annexon position as of Q3 2023 after selling out during the quarter.
  • Prospera Financial Services sold 11,078 Annexon shares in Q3 2023, an estimated $39K.
  • Prospera Financial Services first reported a position in Annexon in Q1 2022 and held it in 3 quarters.
  • Prospera Financial Services's Annexon position peaked at $48.8K in Q1 2023.
  • 93 funds tracked by Wall St. Rank held Annexon as of Q3 2023.

Based on Prospera Financial Services's 13F filing for Q3 2023, filed 13 Nov 2023.