FMWA
ALXN

Forvis Mazars Wealth Advisors’s Alexion Pharmaceuticals ALXN Stock Holding History

Forvis Mazars Wealth Advisors’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
2021
Q3 		– Sell
-12,329
Closed -$2.27M – 282
2021
Q2 		$2.27M Sell
12,329
-2,464
-17% -$423K 0.11% 86
2021
Q1 		$2.26M Sell
14,793
-694
-4% -$107K 0.11% 85
2020
Q4 		$2.42M Buy
15,487
+348
+2% +$44.7K 0.12% 91
2020
Q3 		$1.73M Buy
15,139
+1,353
+10% +$146K 0.1% 99
2020
Q2 		$1.55M Buy
13,786
+3,336
+32% +$354K 0.1% 102
2020
Q1 		$938K Buy
10,450
+6,014
+136% +$590K 0.08% 113
2019
Q4 		$480K Buy
+4,436
New +$474K 0.03% 197

Other funds holding ALXN

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
NICM
Neo Ivy Capital Management New York $379M AUM 28.34% 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 $416B AUM 33.63% 1-Year Est. Return
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return
CFO
CVA Family Office Denver, Colorado $950M AUM 20.72% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

Forvis Mazars Wealth Advisors's ALXN Position: Q3 2021 in Review

Forvis Mazars Wealth Advisors sold out of Alexion Pharmaceuticals (ALXN) in Q3 2021, closing a stake of 12,329 shares — an estimated $2.27M sold.

Forvis Mazars Wealth Advisors first reported a position in ALXN in Q4 2019 and held it in 7 quarters. The position peaked at $2.42M in Q4 2020. 7 funds tracked by Wall St. Rank hold ALXN as of Q3 2021.

  • Forvis Mazars Wealth Advisors reported no remaining Alexion Pharmaceuticals position as of Q3 2021 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 12,329 Alexion Pharmaceuticals shares in Q3 2021, an estimated $2.27M.
  • Forvis Mazars Wealth Advisors first reported a position in Alexion Pharmaceuticals in Q4 2019 and held it in 7 quarters.
  • Forvis Mazars Wealth Advisors's Alexion Pharmaceuticals position peaked at $2.42M in Q4 2020.
  • 7 funds tracked by Wall St. Rank held Alexion Pharmaceuticals as of Q3 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2021, filed 14 Oct 2021.