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Avantax Planning Partners’s Alkermes ALKS Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-56
Closed -$2K – 311
2018
Q3 		$2K Buy
+56
New +$2.43K ﹤0.01% 1315
2018
Q2 		– Sell
-143
Closed -$8K – 282
2018
Q1 		$8K Buy
+143
New +$8.37K ﹤0.01% 1135

Other funds holding ALKS

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WIM
Woodford Investment Management London, United Kingdom $310M AUM 17.41% 1-Year Est. Return

Avantax Planning Partners's ALKS Position: Q4 2018 in Review

Avantax Planning Partners sold out of Alkermes (ALKS) in Q4 2018, closing a stake of 56 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in ALKS in Q1 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 238 funds tracked by Wall St. Rank hold ALKS as of Q4 2018.

  • Avantax Planning Partners reported no remaining Alkermes position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 56 Alkermes shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Alkermes in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Alkermes position peaked at $8K in Q1 2018.
  • 238 funds tracked by Wall St. Rank held Alkermes as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.