HFP
ALXN

Holistic Financial Partners’s Alexion Pharmaceuticals ALXN Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-598
Closed -$67K – 399
2018
Q1 		$67K Buy
598
+107
+22% +$12.8K 0.06% 158
2017
Q4 		$59K Buy
+491
New +$59.8K 0.05% 180

Other funds holding ALXN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Holistic Financial Partners's ALXN Position: Q2 2018 in Review

Holistic Financial Partners sold out of Alexion Pharmaceuticals (ALXN) in Q2 2018, closing a stake of 598 shares — an estimated $67K sold.

Holistic Financial Partners first reported a position in ALXN in Q4 2017 and held it in 2 quarters. The position peaked at $67K in Q1 2018. 600 funds tracked by Wall St. Rank hold ALXN as of Q2 2018.

  • Holistic Financial Partners reported no remaining Alexion Pharmaceuticals position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 598 Alexion Pharmaceuticals shares in Q2 2018, an estimated $67K.
  • Holistic Financial Partners first reported a position in Alexion Pharmaceuticals in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Alexion Pharmaceuticals position peaked at $67K in Q1 2018.
  • 600 funds tracked by Wall St. Rank held Alexion Pharmaceuticals as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.