APP
ALXN

Avantax Planning Partners’s Alexion Pharmaceuticals ALXN Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-68
Closed -$9K – 1343
2018
Q3 		$9K Buy
+68
New +$8.53K ﹤0.01% 924
2018
Q2 		– Sell
-155
Closed -$17K – 1674
2018
Q1 		$17K Buy
+155
New +$18.5K ﹤0.01% 851

Other funds holding ALXN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Avantax Planning Partners sold out of Alexion Pharmaceuticals (ALXN) in Q4 2018, closing a stake of 68 shares — an estimated $9K sold.

Avantax Planning Partners first reported a position in ALXN in Q1 2018 and held it in 2 quarters. The position peaked at $17K in Q1 2018. 608 funds tracked by Wall St. Rank hold ALXN as of Q4 2018.

  • Avantax Planning Partners reported no remaining Alexion Pharmaceuticals position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 68 Alexion Pharmaceuticals shares in Q4 2018, an estimated $9K.
  • Avantax Planning Partners first reported a position in Alexion Pharmaceuticals in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Alexion Pharmaceuticals position peaked at $17K in Q1 2018.
  • 608 funds tracked by Wall St. Rank held Alexion Pharmaceuticals as of Q4 2018.

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