9258 Wealth Management’s Alexion Pharmaceuticals ALXN Stock Holding History

9258 Wealth Management’s Portfolio ALXN Stock Details ALXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-3,489	Closed	-$641K	–	360
2021 Q2	$641K	Sell	3,489 -1,515	-30%	-$260K	0.17%	141
2021 Q1	$765K	Sell	5,004 -646	-11%	-$99.9K	0.23%	111
2020 Q4	$883K	Buy	5,650 +222	+4%	+$28.5K	0.29%	85
2020 Q3	$625K	Buy	5,428 +502	+10%	+$54.2K	0.24%	105
2020 Q2	$553K	Buy	4,926 +956	+24%	+$101K	0.22%	125
2020 Q1	$440K	Buy	3,970 +1,983	+100%	+$195K	0.19%	138
2019 Q4	$215K	Buy	+1,987	New	+$213K	0.08%	268

Other funds holding ALXN

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

NICM

Neo Ivy Capital Management New York $379M AUM 28.34% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return

CFO

CVA Family Office Denver, Colorado $950M AUM 20.72% 1-Year Est. Return

MAM

Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

9258 Wealth Management's ALXN Position: Q3 2021 in Review

9258 Wealth Management sold out of Alexion Pharmaceuticals (ALXN) in Q3 2021, closing a stake of 3,489 shares — an estimated $641K sold.

9258 Wealth Management first reported a position in ALXN in Q4 2019 and held it in 7 quarters. The position peaked at $883K in Q4 2020. 7 funds tracked by Wall St. Rank hold ALXN as of Q3 2021.

9258 Wealth Management reported no remaining Alexion Pharmaceuticals position as of Q3 2021 after selling out during the quarter.
9258 Wealth Management sold 3,489 Alexion Pharmaceuticals shares in Q3 2021, an estimated $641K.
9258 Wealth Management first reported a position in Alexion Pharmaceuticals in Q4 2019 and held it in 7 quarters.
9258 Wealth Management's Alexion Pharmaceuticals position peaked at $883K in Q4 2020.
7 funds tracked by Wall St. Rank held Alexion Pharmaceuticals as of Q3 2021.

Based on 9258 Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.