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Steward Partners Investment Advisory’s Anixa Biosciences ANIX Stock Holding History

Steward Partners Investment Advisory’s Portfolio ANIX Stock Details ANIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,144
Closed -$9.9K – 3975
2024
Q3 		$9.9K Buy
+3,144
New +$9.67K ﹤0.01% 2949

Other funds holding ANIX

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DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
LNWTC
Laird Norton Wetherby Trust Company Seattle, Washington $4.58B AUM 30.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

Steward Partners Investment Advisory's ANIX Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of Anixa Biosciences (ANIX) in Q4 2024, closing a stake of 3,144 shares — an estimated $9.9K sold.

Steward Partners Investment Advisory first reported a position in ANIX in Q3 2024 and held it in 1 quarter. The position peaked at $9.9K in Q3 2024. 57 funds tracked by Wall St. Rank hold ANIX as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining Anixa Biosciences position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 3,144 Anixa Biosciences shares in Q4 2024, an estimated $9.9K.
  • Steward Partners Investment Advisory first reported a position in Anixa Biosciences in Q3 2024 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Anixa Biosciences position peaked at $9.9K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held Anixa Biosciences as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.