LWCFA
ALXN

Loring Wolcott & Coolidge Fiduciary Advisors’s Alexion Pharmaceuticals ALXN Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
-110
Closed -$20K – 972
2021
Q2 		$20K Buy
+110
New +$18.9K ﹤0.01% 542
2021
Q1 		– Sell
-67
Closed -$10K – 771
2020
Q4 		$10K Hold
67
– – ﹤0.01% 574
2020
Q3 		$8K Buy
+67
New +$7.23K ﹤0.01% 522
2019
Q3 		– Sell
-46
Closed -$6K – 751
2019
Q2 		$6K Buy
+46
New +$5.93K ﹤0.01% 598
2018
Q1 		– Sell
-14
Closed -$2K – 804
2017
Q4 		$2K Hold
14
– – ﹤0.01% 673
2017
Q3 		$2K Buy
+14
New +$1.9K ﹤0.01% 682
2016
Q2 		– Sell
-450
Closed -$63K – 655
2016
Q1 		$63K Sell
450
-707
-61% -$104K ﹤0.01% 365
2015
Q4 		$221K Buy
1,157
+100
+9% +$17.5K 0.01% 259
2015
Q3 		$191K Hold
1,057
– – ﹤0.01% 280
2015
Q2 		$191K Hold
1,057
– – ﹤0.01% 280
2015
Q1 		$183K Hold
1,057
– – ﹤0.01% 291
2014
Q4 		$196K Hold
1,057
– – 0.01% 281
2014
Q3 		$175K Hold
1,057
– – ﹤0.01% 284
2014
Q2 		$165K Sell
1,057
-20
-2% -$3.16K ﹤0.01% 295
2014
Q1 		$164K Buy
1,077
+20
+2% +$3.18K ﹤0.01% 282
2013
Q4 		$140K Buy
1,057
+382
+57% +$45.8K ﹤0.01% 291
2013
Q3 		$78K Buy
675
+325
+93% +$35.7K ﹤0.01% 331
2013
Q2 		$32K Buy
+350
New +$33.7K ﹤0.01% 435

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 $1.1B AUM 26.6% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ALXN Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Alexion Pharmaceuticals (ALXN) in Q3 2021, closing a stake of 110 shares — an estimated $20K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ALXN in Q2 2013 and held it in 18 quarters. The position peaked at $221K in Q4 2015. 7 funds tracked by Wall St. Rank hold ALXN as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Alexion Pharmaceuticals position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 110 Alexion Pharmaceuticals shares in Q3 2021, an estimated $20K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Alexion Pharmaceuticals in Q2 2013 and held it in 18 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Alexion Pharmaceuticals position peaked at $221K in Q4 2015.
  • 7 funds tracked by Wall St. Rank held Alexion Pharmaceuticals as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.