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WealthPlan Investment Management’s Annexon ANNX Stock Holding History

WealthPlan Investment Management’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
Q2 		– Sell
-561
Closed -$2.16K – 379
2023
Q1 		$2.16K Buy
+561
New +$3.09K ﹤0.01% 392

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 $1.68B AUM 126.09% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WealthPlan Investment Management's ANNX Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Annexon (ANNX) in Q2 2023, closing a stake of 561 shares — an estimated $2.16K sold.

WealthPlan Investment Management first reported a position in ANNX in Q1 2023 and held it in 1 quarter. The position peaked at $2.16K in Q1 2023. 95 funds tracked by Wall St. Rank hold ANNX as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Annexon position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 561 Annexon shares in Q2 2023, an estimated $2.16K.
  • WealthPlan Investment Management first reported a position in Annexon in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Annexon position peaked at $2.16K in Q1 2023.
  • 95 funds tracked by Wall St. Rank held Annexon as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.