Creative Planning
ALXN

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
2018
Q2 		– Sell
-1,000
Closed -$5K – 2203
2018
Q1 		$5K Buy
+1,000
New +$120K ﹤0.01% 1961
2017
Q2 		– Sell
-1,000
Closed -$1K – 4925
2017
Q1 		$1K Buy
+1,000
New +$129K ﹤0.01% 4538
2016
Q3 		– Sell
-200
Closed -$4K – 4797
2016
Q2 		$4K Buy
+200
New +$28.4K ﹤0.01% 3802

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

Creative Planning's ALXN Position: Q3 2021 in Review

Creative Planning sold out of Alexion Pharmaceuticals (ALXN) in Q3 2021, closing a stake of 1,931 shares — an estimated $355K sold.

Creative Planning first reported a position in ALXN in Q2 2013 and held it in 32 quarters. The position peaked at $3.32M in Q4 2017. 7 funds tracked by Wall St. Rank hold ALXN as of Q3 2021.

  • Creative Planning reported no remaining Alexion Pharmaceuticals position as of Q3 2021 after selling out during the quarter.
  • Creative Planning sold 1,931 Alexion Pharmaceuticals shares in Q3 2021, an estimated $355K.
  • Creative Planning first reported a position in Alexion Pharmaceuticals in Q2 2013 and held it in 32 quarters.
  • Creative Planning's Alexion Pharmaceuticals position peaked at $3.32M in Q4 2017.
  • 7 funds tracked by Wall St. Rank held Alexion Pharmaceuticals as of Q3 2021.

Based on Creative Planning's 13F filing for Q3 2021, filed 10 Nov 2021.