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Mascoma Wealth Management’s Alkermes ALKS Stock Holding History

Mascoma Wealth Management’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
Q2 		– Sell
-397
Closed -$11.3K – 485
2023
Q1 		$11.3K Hold
397
– – ﹤0.01% 392
2022
Q4 		$10.4K Hold
397
– – ﹤0.01% 404
2022
Q3 		$9K Hold
397
– – ﹤0.01% 410
2022
Q2 		$12K Hold
397
– – ﹤0.01% 396
2022
Q1 		$10K Buy
+397
New +$9.83K ﹤0.01% 433

Other funds holding ALKS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.85B AUM 35.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mascoma Wealth Management's ALKS Position: Q2 2023 in Review

Mascoma Wealth Management sold out of Alkermes (ALKS) in Q2 2023, closing a stake of 397 shares — an estimated $11.3K sold.

Mascoma Wealth Management first reported a position in ALKS in Q1 2022 and held it in 5 quarters. The position peaked at $12K in Q2 2022. 292 funds tracked by Wall St. Rank hold ALKS as of Q2 2023.

  • Mascoma Wealth Management reported no remaining Alkermes position as of Q2 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 397 Alkermes shares in Q2 2023, an estimated $11.3K.
  • Mascoma Wealth Management first reported a position in Alkermes in Q1 2022 and held it in 5 quarters.
  • Mascoma Wealth Management's Alkermes position peaked at $12K in Q2 2022.
  • 292 funds tracked by Wall St. Rank held Alkermes as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.