GeoWealth Management’s Alkermes ALKS Stock Holding History

GeoWealth Management’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	-1,809	Closed	-$50.6K	–	1796
2024 Q3	$50.6K	Buy	+1,809	New	+$48.2K	﹤0.01%	1066

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

GeoWealth Management's ALKS Position: Q4 2024 in Review

GeoWealth Management sold out of Alkermes (ALKS) in Q4 2024, closing a stake of 1,809 shares — an estimated $50.6K sold.

GeoWealth Management first reported a position in ALKS in Q3 2024 and held it in 1 quarter. The position peaked at $50.6K in Q3 2024. 343 funds tracked by Wall St. Rank hold ALKS as of Q4 2024.

GeoWealth Management reported no remaining Alkermes position as of Q4 2024 after selling out during the quarter.
GeoWealth Management sold 1,809 Alkermes shares in Q4 2024, an estimated $50.6K.
GeoWealth Management first reported a position in Alkermes in Q3 2024 and held it in 1 quarter.
GeoWealth Management's Alkermes position peaked at $50.6K in Q3 2024.
343 funds tracked by Wall St. Rank held Alkermes as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.