Financial Synergies Wealth Advisors’s Alkermes ALKS Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-9	Closed	-$244	–	85
2024 Q1	$244	Hold	9	–	–	﹤0.01%	485
2023 Q4	$236	Hold	9	–	–	﹤0.01%	436
2023 Q3	$253	Hold	9	–	–	﹤0.01%	477
2023 Q2	$282	Hold	9	–	–	﹤0.01%	474
2023 Q1	$254	Hold	9	–	–	﹤0.01%	473
2022 Q4	$236	Hold	9	–	–	﹤0.01%	436
2022 Q3	$201	Hold	9	–	–	﹤0.01%	447
2022 Q2	$269	Buy	+9	New	+$259	﹤0.01%	450

Other funds holding ALKS

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Synergies Wealth Advisors's ALKS Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Alkermes (ALKS) in Q2 2024, closing a stake of 9 shares — an estimated $244 sold.

Financial Synergies Wealth Advisors first reported a position in ALKS in Q2 2022 and held it in 8 quarters. The position peaked at $282 in Q2 2023. 322 funds tracked by Wall St. Rank hold ALKS as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Alkermes position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 9 Alkermes shares in Q2 2024, an estimated $244.
Financial Synergies Wealth Advisors first reported a position in Alkermes in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Alkermes position peaked at $282 in Q2 2023.
322 funds tracked by Wall St. Rank held Alkermes as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.