JFS Wealth Advisors’s Alkermes ALKS Stock Holding History

JFS Wealth Advisors’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
2026 Q2	$4.61K	Buy	88 +27	+44%	+$1.05K	﹤0.01%	1307
2026 Q1	$2.16K	Sell	61 -57	-48%	-$1.77K	﹤0.01%	1479
2025 Q4	$3.3K	Buy	118 +41	+53%	+$1.23K	﹤0.01%	1396
2025 Q3	$2.31K	Hold	77	–	–	﹤0.01%	1407
2025 Q2	$2.2K	Sell	77 -1	-1%	-$30	﹤0.01%	1374
2025 Q1	$2.58K	Buy	78 +1	+1%	+$33	﹤0.01%	1372
2024 Q4	$2.21K	Buy	77 +13	+20%	+$374	﹤0.01%	1434
2024 Q3	$1.79K	Buy	64 +30	+88%	+$800	﹤0.01%	1530
2024 Q2	$820	Buy	34 +27	+386%	+$662	﹤0.01%	1713
2024 Q1	$190	Hold	7	–	–	﹤0.01%	1897
2023 Q4	$195	Buy	+7	New	+$182	﹤0.01%	1907
2022 Q4	–	Sell	-38	Closed	-$1K	–	1946
2022 Q3	$1K	Sell	38 -60	-61%	-$1.56K	﹤0.01%	1466
2022 Q2	$3K	Buy	98 +45	+85%	+$1.29K	﹤0.01%	1142
2022 Q1	$1K	Buy	53 +30	+130%	+$743	﹤0.01%	1558
2021 Q4	$1K	Buy	+23	New	+$605	﹤0.01%	1237

Other funds holding ALKS

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return