Tradition Wealth Management’s Anixa Biosciences ANIX Stock Holding History

Tradition Wealth Management’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 Q1	–	Sell	-5,600	Closed	-$22K	–	430
2023 Q4	$22K	Hold	5,600	–	–	﹤0.01%	812
2023 Q3	$18K	Buy	5,600 +600	+12%	+$2.1K	﹤0.01%	865
2023 Q2	$16K	Hold	5,000	–	–	﹤0.01%	920
2023 Q1	$22K	Hold	5,000	–	–	﹤0.01%	808
2022 Q4	$21K	Hold	5,000	–	–	﹤0.01%	738
2022 Q3	$25K	Hold	5,000	–	–	﹤0.01%	703
2022 Q2	$15K	Hold	5,000	–	–	﹤0.01%	708
2022 Q1	$14K	Buy	5,000 +4,000	+400%	+$11.7K	﹤0.01%	803
2021 Q4	$3K	Hold	1,000	–	–	﹤0.01%	1120
2021 Q3	$5K	Buy	+1,000	New	+$4.51K	﹤0.01%	1025

Other funds holding ANIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LNWTC

Laird Norton Wetherby Trust Company Seattle, Washington $4.58B AUM 30.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tradition Wealth Management's ANIX Position: Q1 2024 in Review

Tradition Wealth Management sold out of Anixa Biosciences (ANIX) in Q1 2024, closing a stake of 5,600 shares — an estimated $22K sold.

Tradition Wealth Management first reported a position in ANIX in Q3 2021 and held it in 10 quarters. The position peaked at $25K in Q3 2022. 58 funds tracked by Wall St. Rank hold ANIX as of Q1 2024.

Tradition Wealth Management reported no remaining Anixa Biosciences position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 5,600 Anixa Biosciences shares in Q1 2024, an estimated $22K.
Tradition Wealth Management first reported a position in Anixa Biosciences in Q3 2021 and held it in 10 quarters.
Tradition Wealth Management's Anixa Biosciences position peaked at $25K in Q3 2022.
58 funds tracked by Wall St. Rank held Anixa Biosciences as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.