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Ellevest Inc’s Alkermes ALKS Stock Holding History

Ellevest Inc’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
2023
Q1 		– Sell
-66
Closed -$1.73K – 1882
2022
Q4 		$1.73K Hold
66
– – ﹤0.01% 1412
2022
Q3 		$1K Sell
66
-18
-21% -$468 ﹤0.01% 1413
2022
Q2 		$3K Hold
84
– – ﹤0.01% 1081
2022
Q1 		$2K Buy
84
+18
+27% +$446 ﹤0.01% 1168
2021
Q4 		$2K Sell
66
-4
-6% -$105 ﹤0.01% 1128
2021
Q3 		$2K Hold
70
– – ﹤0.01% 1098
2021
Q2 		$2K Buy
+70
New +$1.56K ﹤0.01% 1005
2020
Q2 		– Sell
-38
Closed -$1K – 1113
2020
Q1 		$1K Sell
38
-23
-38% -$411 ﹤0.01% 831
2019
Q4 		$1K Buy
+61
New +$1.21K ﹤0.01% 726

Other funds holding ALKS

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
SCM
Sarissa Capital Management Greenwich, Connecticut $178M AUM 118.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.85B AUM 35.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Ellevest Inc's ALKS Position: Q1 2023 in Review

Ellevest Inc sold out of Alkermes (ALKS) in Q1 2023, closing a stake of 66 shares — an estimated $1.73K sold.

Ellevest Inc first reported a position in ALKS in Q4 2019 and held it in 9 quarters. The position peaked at $3K in Q2 2022. 267 funds tracked by Wall St. Rank hold ALKS as of Q1 2023.

  • Ellevest Inc reported no remaining Alkermes position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 66 Alkermes shares in Q1 2023, an estimated $1.73K.
  • Ellevest Inc first reported a position in Alkermes in Q4 2019 and held it in 9 quarters.
  • Ellevest Inc's Alkermes position peaked at $3K in Q2 2022.
  • 267 funds tracked by Wall St. Rank held Alkermes as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.