BerganKDV Wealth Management’s Alexion Pharmaceuticals ALXN Stock Holding History

BerganKDV 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	-8	Closed	-$1K	–	1120
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	971
2021 Q1	$1K	Sell	8 -6	-43%	-$928	﹤0.01%	919
2020 Q4	$2K	Hold	14	–	–	﹤0.01%	820
2020 Q3	$2K	Hold	14	–	–	﹤0.01%	745
2020 Q2	$2K	Sell	14 -24	-63%	-$2.55K	﹤0.01%	807
2020 Q1	$3K	Buy	38 +6	+19%	+$589	﹤0.01%	708
2019 Q4	$3K	Buy	+32	New	+$3.42K	﹤0.01%	738

Other funds holding ALXN

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

NICM

Neo Ivy Capital Management New York $434M AUM 44.19% 1-Year Est. Return

TAIM

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

CFO

CVA Family Office Denver, Colorado $1.1B AUM 26.6% 1-Year Est. Return

MAM

Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Alexion Pharmaceuticals (ALXN) in Q3 2021, closing a stake of 8 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in ALXN in Q4 2019 and held it in 7 quarters. The position peaked at $3K in Q1 2020. 7 funds tracked by Wall St. Rank hold ALXN as of Q3 2021.

BerganKDV Wealth Management reported no remaining Alexion Pharmaceuticals position as of Q3 2021 after selling out during the quarter.
BerganKDV Wealth Management sold 8 Alexion Pharmaceuticals shares in Q3 2021, an estimated $1K.
BerganKDV Wealth Management first reported a position in Alexion Pharmaceuticals in Q4 2019 and held it in 7 quarters.
BerganKDV Wealth Management's Alexion Pharmaceuticals position peaked at $3K in Q1 2020.
7 funds tracked by Wall St. Rank held Alexion Pharmaceuticals as of Q3 2021.

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