Stifel Financial
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Stifel Financial’s Anixa Biosciences ANIX Stock Holding History

Stifel Financial’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
2023
Q3 		– Sell
-50,000
Closed -$160K – 3282
2023
Q2 		$160K Hold
50,000
– – ﹤0.01% 3093
2023
Q1 		$215K Buy
50,000
+20,000
+67% +$87.6K ﹤0.01% 3011
2022
Q4 		$128K Buy
+30,000
New +$144K ﹤0.01% 3095
2021
Q3 		– Sell
-20,000
Closed -$78K – 3326
2021
Q2 		$78K Hold
20,000
– – ﹤0.01% 3254
2021
Q1 		$94K Buy
+20,000
New +$95.6K ﹤0.01% 3127

Other funds holding ANIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stifel Financial's ANIX Position: Q3 2023 in Review

Stifel Financial sold out of Anixa Biosciences (ANIX) in Q3 2023, closing a stake of 50,000 shares — an estimated $160K sold.

Stifel Financial first reported a position in ANIX in Q1 2021 and held it in 5 quarters. The position peaked at $215K in Q1 2023. 49 funds tracked by Wall St. Rank hold ANIX as of Q3 2023.

  • Stifel Financial reported no remaining Anixa Biosciences position as of Q3 2023 after selling out during the quarter.
  • Stifel Financial sold 50,000 Anixa Biosciences shares in Q3 2023, an estimated $160K.
  • Stifel Financial first reported a position in Anixa Biosciences in Q1 2021 and held it in 5 quarters.
  • Stifel Financial's Anixa Biosciences position peaked at $215K in Q1 2023.
  • 49 funds tracked by Wall St. Rank held Anixa Biosciences as of Q3 2023.

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