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ANNX icon

Summit Securities Group’s Annexon ANNX Stock Holding History

Summit Securities 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
2024
Q4 		– Sell
-218
Closed -$1K – 623
2024
Q3 		$1K Buy
+218
New +$1.29K ﹤0.01% 503

Other funds holding ANNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 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 $1.68B AUM 126.09% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Summit Securities Group's ANNX Position: Q4 2024 in Review

Summit Securities Group sold out of Annexon (ANNX) in Q4 2024, closing a stake of 218 shares — an estimated $1K sold.

Summit Securities Group first reported a position in ANNX in Q3 2024 and held it in 1 quarter. The position peaked at $1K in Q3 2024. 152 funds tracked by Wall St. Rank hold ANNX as of Q4 2024.

  • Summit Securities Group reported no remaining Annexon position as of Q4 2024 after selling out during the quarter.
  • Summit Securities Group sold 218 Annexon shares in Q4 2024, an estimated $1K.
  • Summit Securities Group first reported a position in Annexon in Q3 2024 and held it in 1 quarter.
  • Summit Securities Group's Annexon position peaked at $1K in Q3 2024.
  • 152 funds tracked by Wall St. Rank held Annexon as of Q4 2024.

Based on Summit Securities Group's 13F filing for Q4 2024, filed 12 Feb 2025.