HWMA
ALXN

Heritage Wealth Management (Arizona)’s Alexion Pharmaceuticals ALXN Stock Holding History

Heritage Wealth Management (Arizona)’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
-15
Closed -$3K – 939
2021
Q2 		$3K Sell
15
-45
-75% -$7.72K ﹤0.01% 824
2021
Q1 		$9K Buy
+60
New +$9.28K 0.01% 595

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

Heritage Wealth Management (Arizona)'s ALXN Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) sold out of Alexion Pharmaceuticals (ALXN) in Q3 2021, closing a stake of 15 shares — an estimated $3K sold.

Heritage Wealth Management (Arizona) first reported a position in ALXN in Q1 2021 and held it in 2 quarters. The position peaked at $9K in Q1 2021. 7 funds tracked by Wall St. Rank hold ALXN as of Q3 2021.

  • Heritage Wealth Management (Arizona) reported no remaining Alexion Pharmaceuticals position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 15 Alexion Pharmaceuticals shares in Q3 2021, an estimated $3K.
  • Heritage Wealth Management (Arizona) first reported a position in Alexion Pharmaceuticals in Q1 2021 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s Alexion Pharmaceuticals position peaked at $9K in Q1 2021.
  • 7 funds tracked by Wall St. Rank held Alexion Pharmaceuticals as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.