Creative Planning’s Alexion Pharmaceuticals ALXN Stock Holding History

Creative Planning’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	-1,931	Closed	-$355K	–	2261
2021 Q2	$355K	Sell	1,931 -1,410	-42%	-$242K	﹤0.01%	1476
2021 Q1	$511K	Sell	3,341 -10,053	-75%	-$1.56M	﹤0.01%	1426
2020 Q4	$2.09M	Buy	13,394 +324	+2%	+$41.6K	﹤0.01%	657
2020 Q3	$1.5M	Buy	13,070 +813	+7%	+$87.7K	﹤0.01%	667
2020 Q2	$1.38M	Sell	12,257 -713	-5%	-$75.7K	﹤0.01%	633
2020 Q1	$1.17M	Buy	12,970 +283	+2%	+$27.8K	﹤0.01%	590
2019 Q4	$1.37M	Buy	12,687 +158	+1%	+$16.9K	﹤0.01%	656
2019 Q3	$1.23M	Buy	12,529 +161	+1%	+$18.1K	﹤0.01%	668
2019 Q2	$1.62M	Sell	12,368 -70	-0.6%	-$9.02K	0.01%	564
2019 Q1	$1.68M	Buy	12,438 +19	+0.2%	+$2.36K	0.01%	524
2018 Q4	$1.21M	Sell	12,419 -3,110	-20%	-$368K	0.01%	604
2018 Q3	$2.16M	Sell	15,529 -859	-5%	-$108K	0.01%	462
2018 Q2	$2.04M	Sell	16,388 -12,629	-44%	-$1.48M	0.01%	469
2018 Q1	$3.23M	Buy	29,017 +1,244	+4%	+$149K	0.01%	344
2017 Q4	$3.32M	Buy	27,773 +11,642	+72%	+$1.42M	0.01%	334
2017 Q3	$2.26M	Sell	16,131 -4,818	-23%	-$655K	0.01%	424
2017 Q2	$2.55M	Buy	20,949 +3,610	+21%	+$420K	0.01%	365
2017 Q1	$2.1M	Buy	17,339 +147	+0.9%	+$19K	0.01%	408
2016 Q4	$2.1M	Sell	17,192 -1,607	-9%	-$197K	0.01%	391
2016 Q3	$2.3M	Sell	18,799 -3,838	-17%	-$494K	0.01%	348
2016 Q2	$2.64M	Buy	22,637 +985	+5%	+$140K	0.02%	278
2016 Q1	$3.01M	Buy	21,652 +6,424	+42%	+$943K	0.02%	238
2015 Q4	$2.9M	Buy	15,228 +10,849	+248%	+$1.9M	0.02%	238
2015 Q3	$685K	Buy	+4,379	New	+$799K	0.01%	612
2015 Q2	–	Sell	-3,767	Closed	-$653K	–	3376
2015 Q1	$653K	Buy	3,767 +270	+8%	+$48.9K	0.01%	620
2014 Q4	$647K	Buy	3,497 +117	+3%	+$21.7K	0.01%	603
2014 Q3	$560K	Buy	3,380 +651	+24%	+$107K	0.01%	614
2014 Q2	$426K	Sell	2,729 -3,694	-58%	-$583K	0.01%	705
2014 Q1	$977K	Buy	6,423 +47	+0.7%	+$7.47K	0.01%	376
2013 Q4	$847K	Sell	6,376 -737	-10%	-$88.4K	0.01%	353
2013 Q3	$826K	Sell	7,113 -2,020	-22%	-$222K	0.02%	308
2013 Q2	$842K	Buy	+9,133	New	+$880K	0.02%	272

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 London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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