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Axxcess Wealth Management’s Alkermes ALKS Stock Holding History

Axxcess 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
2024
Q2 		– Sell
-24,274
Closed -$657K – 847
2024
Q1 		$657K Buy
24,274
+1,707
+8% +$48.5K 0.02% 473
2023
Q4 		$626K Buy
22,567
+2,142
+10% +$55.6K 0.02% 464
2023
Q3 		$572K Buy
+20,425
New +$599K 0.02% 440

Other funds holding ALKS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Axxcess Wealth Management's ALKS Position: Q2 2024 in Review

Axxcess Wealth Management sold out of Alkermes (ALKS) in Q2 2024, closing a stake of 24,274 shares — an estimated $657K sold.

Axxcess Wealth Management first reported a position in ALKS in Q3 2023 and held it in 3 quarters. The position peaked at $657K in Q1 2024. 322 funds tracked by Wall St. Rank hold ALKS as of Q2 2024.

  • Axxcess Wealth Management reported no remaining Alkermes position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 24,274 Alkermes shares in Q2 2024, an estimated $657K.
  • Axxcess Wealth Management first reported a position in Alkermes in Q3 2023 and held it in 3 quarters.
  • Axxcess Wealth Management's Alkermes position peaked at $657K in Q1 2024.
  • 322 funds tracked by Wall St. Rank held Alkermes as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.