BCA
ALXN

Berman Capital Advisors’s Alexion Pharmaceuticals ALXN Stock Holding History

Berman Capital Advisors’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
-524
Closed -$95K – 2309
2021
Q2 		$95K Buy
524
+120
+30% +$20.6K 0.02% 399
2021
Q1 		$61K Buy
404
+180
+80% +$27.8K 0.01% 416
2020
Q4 		$34K Buy
224
+15
+7% +$1.93K 0.01% 516
2020
Q3 		$23K Buy
209
+97
+87% +$10.5K 0.01% 545
2020
Q2 		$12K Buy
112
+7
+7% +$743 ﹤0.01% 707
2020
Q1 		$9K Sell
105
-37
-26% -$3.63K ﹤0.01% 712
2019
Q4 		$15K Buy
142
+53
+60% +$5.67K ﹤0.01% 628
2019
Q3 		$8K Sell
89
-84
-49% -$9.47K ﹤0.01% 814
2019
Q2 		$22K Sell
173
-149
-46% -$19.2K 0.01% 493
2019
Q1 		$42K Buy
322
+131
+69% +$16.3K 0.01% 305
2018
Q4 		$18K Buy
+191
New +$22.6K 0.01% 406

Other funds holding ALXN

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
NICM
Neo Ivy Capital Management New York $379M AUM 28.34% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return
CFO
CVA Family Office Denver, Colorado $950M AUM 20.72% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

Berman Capital Advisors's ALXN Position: Q3 2021 in Review

Berman Capital Advisors sold out of Alexion Pharmaceuticals (ALXN) in Q3 2021, closing a stake of 524 shares — an estimated $95K sold.

Berman Capital Advisors first reported a position in ALXN in Q4 2018 and held it in 11 quarters. The position peaked at $95K in Q2 2021. 7 funds tracked by Wall St. Rank hold ALXN as of Q3 2021.

  • Berman Capital Advisors reported no remaining Alexion Pharmaceuticals position as of Q3 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 524 Alexion Pharmaceuticals shares in Q3 2021, an estimated $95K.
  • Berman Capital Advisors first reported a position in Alexion Pharmaceuticals in Q4 2018 and held it in 11 quarters.
  • Berman Capital Advisors's Alexion Pharmaceuticals position peaked at $95K in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Alexion Pharmaceuticals as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.