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Accurate Wealth Management’s Alkermes ALKS Stock Holding History

Accurate Wealth Management’s Portfolio ALKS Stock Details ALKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-58
Closed -$1.57K – 287
2022
Q4 		$1.57K Buy
+58
New +$1.39K ﹤0.01% 1258
2022
Q3 		– Sell
-25,700
Closed -$809K – 185
2022
Q2 		$809K Buy
+25,700
New +$738K 0.44% 47

Other funds holding ALKS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Sarissa Capital Management Greenwich, Connecticut $178M AUM 118.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.85B AUM 35.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Accurate Wealth Management's ALKS Position: Q1 2023 in Review

Accurate Wealth Management sold out of Alkermes (ALKS) in Q1 2023, closing a stake of 58 shares — an estimated $1.57K sold.

Accurate Wealth Management first reported a position in ALKS in Q2 2022 and held it in 2 quarters. The position peaked at $809K in Q2 2022. 267 funds tracked by Wall St. Rank hold ALKS as of Q1 2023.

  • Accurate Wealth Management reported no remaining Alkermes position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 58 Alkermes shares in Q1 2023, an estimated $1.57K.
  • Accurate Wealth Management first reported a position in Alkermes in Q2 2022 and held it in 2 quarters.
  • Accurate Wealth Management's Alkermes position peaked at $809K in Q2 2022.
  • 267 funds tracked by Wall St. Rank held Alkermes as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.