LWM
ALXN

Liberty Wealth Management’s Alexion Pharmaceuticals ALXN Stock Holding History

Liberty Wealth Management’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
-8
Closed -$1K – 1261
2021
Q2 		$1K Sell
8
-159
-95% -$27.3K ﹤0.01% 1058
2021
Q1 		$26K Hold
167
– – 0.01% 419
2020
Q4 		$26K Sell
167
-11
-6% -$1.41K 0.01% 416
2020
Q3 		$20K Sell
178
-38
-18% -$4.1K 0.01% 406
2020
Q2 		$24K Buy
216
+27
+14% +$2.87K 0.02% 354
2020
Q1 		$17K Sell
189
-11
-6% -$1.08K 0.01% 387
2019
Q4 		$21K Buy
200
+9
+5% +$963 0.02% 411
2019
Q3 		$19K Sell
191
-12
-6% -$1.35K 0.02% 407
2019
Q2 		$27K Sell
203
-1
-0.5% -$129 0.02% 357
2019
Q1 		$27K Buy
204
+13
+7% +$1.62K 0.02% 302
2018
Q4 		$18K Buy
+191
New +$22.6K 0.01% 346

Other funds holding ALXN

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
NICM
Neo Ivy Capital Management New York $434M AUM 44.19% 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 $521B AUM 51.41% 1-Year Est. Return
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return
CFO
CVA Family Office Denver, Colorado $1.1B AUM 26.6% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return

Liberty Wealth Management's ALXN Position: Q3 2021 in Review

Liberty Wealth Management sold out of Alexion Pharmaceuticals (ALXN) in Q3 2021, closing a stake of 8 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in ALXN in Q4 2018 and held it in 11 quarters. The position peaked at $27K in Q2 2019. 7 funds tracked by Wall St. Rank hold ALXN as of Q3 2021.

  • Liberty Wealth Management reported no remaining Alexion Pharmaceuticals position as of Q3 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 8 Alexion Pharmaceuticals shares in Q3 2021, an estimated $1K.
  • Liberty Wealth Management first reported a position in Alexion Pharmaceuticals in Q4 2018 and held it in 11 quarters.
  • Liberty Wealth Management's Alexion Pharmaceuticals position peaked at $27K in Q2 2019.
  • 7 funds tracked by Wall St. Rank held Alexion Pharmaceuticals as of Q3 2021.

Based on Liberty Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.