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First Trust Direct Indexing’s Alkermes ALKS Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-9,571
Closed -$268K – 38
2024
Q3 		$268K Buy
9,571
+1,080
+13% +$28.8K 0.01% 793
2024
Q2 		$205K Buy
8,491
+278
+3% +$6.82K 0.01% 829
2024
Q1 		$222K Buy
+8,213
New +$233K 0.02% 696

Other funds holding ALKS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

First Trust Direct Indexing's ALKS Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Alkermes (ALKS) in Q4 2024, closing a stake of 9,571 shares — an estimated $268K sold.

First Trust Direct Indexing first reported a position in ALKS in Q1 2024 and held it in 3 quarters. The position peaked at $268K in Q3 2024. 343 funds tracked by Wall St. Rank hold ALKS as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Alkermes position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 9,571 Alkermes shares in Q4 2024, an estimated $268K.
  • First Trust Direct Indexing first reported a position in Alkermes in Q1 2024 and held it in 3 quarters.
  • First Trust Direct Indexing's Alkermes position peaked at $268K in Q3 2024.
  • 343 funds tracked by Wall St. Rank held Alkermes as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.