JP Morgan Private Wealth Advisors’s Alkermes ALKS Stock Holding History

JP Morgan Private 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
2023 Q1	–	Sell	-7,912	Closed	-$207K	–	1934
2022 Q4	$207K	Buy	+7,912	New	+$189K	﹤0.01%	1813
2022 Q3	–	Sell	-8,079	Closed	-$241K	–	1920
2022 Q2	$241K	Sell	8,079 -147	-2%	-$4.22K	﹤0.01%	1756
2022 Q1	$216K	Buy	+8,226	New	+$204K	﹤0.01%	1886
2021 Q4	–	Sell	-7,966	Closed	-$246K	–	1985
2021 Q3	$246K	Sell	7,966 -1,562	-16%	-$44.1K	﹤0.01%	1771
2021 Q2	$234K	Buy	+9,528	New	+$212K	﹤0.01%	1779
2016 Q1	–	Sell	-2,647	Closed	-$210K	–	1238
2015 Q4	$210K	Buy	+2,647	New	+$185K	﹤0.01%	1002
2015 Q3	–	Sell	-4,086	Closed	-$263K	–	1056
2015 Q2	$263K	Sell	4,086 -162	-4%	-$9.91K	﹤0.01%	888
2015 Q1	$259K	Sell	4,248 -4,424	-51%	-$302K	﹤0.01%	942
2014 Q4	$508K	Buy	8,672 +162	+2%	+$8.25K	0.01%	704
2014 Q3	$365K	Sell	8,510 -3,200	-27%	-$143K	﹤0.01%	784
2014 Q2	$589K	Sell	11,710 -299	-2%	-$13.8K	0.01%	520
2014 Q1	$530K	Buy	+12,009	New	+$571K	0.01%	551

Other funds holding ALKS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SCM

Sarissa Capital Management Greenwich, Connecticut $178M AUM 118.43% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

HJGA

Hardman Johnston Global Advisors Stamford, Connecticut $2.85B AUM 35.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ALKS Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Alkermes (ALKS) in Q1 2023, closing a stake of 7,912 shares — an estimated $207K sold.

JP Morgan Private Wealth Advisors first reported a position in ALKS in Q1 2014 and held it in 12 quarters. The position peaked at $589K in Q2 2014. 267 funds tracked by Wall St. Rank hold ALKS as of Q1 2023.

JP Morgan Private Wealth Advisors reported no remaining Alkermes position as of Q1 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 7,912 Alkermes shares in Q1 2023, an estimated $207K.
JP Morgan Private Wealth Advisors first reported a position in Alkermes in Q1 2014 and held it in 12 quarters.
JP Morgan Private Wealth Advisors's Alkermes position peaked at $589K in Q2 2014.
267 funds tracked by Wall St. Rank held Alkermes as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.