VFA
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Values First Advisors’s Annexon ANNX Stock Holding History

Values First Advisors’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
2023
Q3 		– Sell
-12,309
Closed -$43.3K – 164
2023
Q2 		$43.3K Sell
12,309
-5,887
-32% -$25.7K 0.03% 160
2023
Q1 		$70.1K Buy
18,196
+997
+6% +$5.48K 0.04% 176
2022
Q4 		$88.9K Sell
17,199
-4,382
-20% -$24.1K 0.06% 145
2022
Q3 		$133K Buy
+21,581
New +$117K 0.1% 139
2022
Q2 		– Sell
-11,937
Closed -$33K – 158
2022
Q1 		$33K Buy
+11,937
New +$73.5K 0.02% 158

Other funds holding ANNX

AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $1.94B AUM 444.09% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return