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Valeo Financial Advisors’s Anixa Biosciences ANIX Stock Holding History

Valeo Financial Advisors’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
2019
Q1 		– Sell
-1
Closed – – 1539
2018
Q4 		$0 Hold
1
– – ﹤0.01% 1476
2018
Q3 		$0 Hold
1
– – ﹤0.01% 1769
2018
Q2 		$0 Buy
+1
New +$4 ﹤0.01% 1608

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Valeo Financial Advisors's ANIX Position: Q1 2019 in Review

Valeo Financial Advisors sold out of Anixa Biosciences (ANIX) in Q1 2019, closing a stake of 1 share.

Valeo Financial Advisors first reported a position in ANIX in Q2 2018 and held it in 3 quarters. The position peaked at $0 in Q4 2018. 17 funds tracked by Wall St. Rank hold ANIX as of Q1 2019.

  • Valeo Financial Advisors reported no remaining Anixa Biosciences position as of Q1 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 1 Anixa Biosciences share in Q1 2019.
  • Valeo Financial Advisors first reported a position in Anixa Biosciences in Q2 2018 and held it in 3 quarters.
  • Valeo Financial Advisors's Anixa Biosciences position peaked at $0 in Q4 2018.
  • 17 funds tracked by Wall St. Rank held Anixa Biosciences as of Q1 2019.

Based on Valeo Financial Advisors's 13F filing for Q1 2019, filed 12 Apr 2019.