DWA
ALXN

Dougherty Wealth Advisers’s Alexion Pharmaceuticals ALXN Stock Holding History

Dougherty Wealth Advisers’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
2019
Q3 		– Sell
-273
Closed -$36K – 228
2019
Q2 		$36K Hold
273
– – 0.1% 148
2019
Q1 		$37K Hold
273
– – 0.13% 128
2018
Q4 		$32K Buy
+273
New +$32.3K 0.11% 138

Other funds holding ALXN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dougherty Wealth Advisers's ALXN Position: Q3 2019 in Review

Dougherty Wealth Advisers sold out of Alexion Pharmaceuticals (ALXN) in Q3 2019, closing a stake of 273 shares — an estimated $36K sold.

Dougherty Wealth Advisers first reported a position in ALXN in Q4 2018 and held it in 3 quarters. The position peaked at $37K in Q1 2019. 648 funds tracked by Wall St. Rank hold ALXN as of Q3 2019.

  • Dougherty Wealth Advisers reported no remaining Alexion Pharmaceuticals position as of Q3 2019 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 273 Alexion Pharmaceuticals shares in Q3 2019, an estimated $36K.
  • Dougherty Wealth Advisers first reported a position in Alexion Pharmaceuticals in Q4 2018 and held it in 3 quarters.
  • Dougherty Wealth Advisers's Alexion Pharmaceuticals position peaked at $37K in Q1 2019.
  • 648 funds tracked by Wall St. Rank held Alexion Pharmaceuticals as of Q3 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2019, filed 12 Nov 2019.