Clarus Wealth Advisors’s Alkermes ALKS Stock Holding History

Clarus Wealth Advisors’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
2019 Q3	–	Sell	-5,700	Closed	-$128K	–	162
2019 Q2	$128K	Hold	5,700	–	–	0.09%	160
2019 Q1	$208K	Hold	5,700	–	–	0.16%	97
2018 Q4	$168K	Hold	5,700	–	–	0.26%	101
2018 Q3	$242K	Buy	5,700 +1,800	+46%	+$78.1K	0.16%	98
2018 Q2	$226K	Hold	3,900	–	–	0.17%	89
2018 Q1	$226K	Sell	3,900 -800	-17%	-$46.8K	0.21%	89
2017 Q4	$257K	Buy	+4,700	New	+$240K	0.25%	71

Other funds holding ALKS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Clarus Wealth Advisors's ALKS Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Alkermes (ALKS) in Q3 2019, closing a stake of 5,700 shares — an estimated $128K sold.

Clarus Wealth Advisors first reported a position in ALKS in Q4 2017 and held it in 7 quarters. The position peaked at $257K in Q4 2017. 202 funds tracked by Wall St. Rank hold ALKS as of Q3 2019.

Clarus Wealth Advisors reported no remaining Alkermes position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 5,700 Alkermes shares in Q3 2019, an estimated $128K.
Clarus Wealth Advisors first reported a position in Alkermes in Q4 2017 and held it in 7 quarters.
Clarus Wealth Advisors's Alkermes position peaked at $257K in Q4 2017.
202 funds tracked by Wall St. Rank held Alkermes as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.