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Mount Yale Investment Advisors’s Alkermes ALKS Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-2,862
Closed -$81.9K – 706
2025
Q2 		$81.9K Buy
+2,862
New +$85.2K 0.01% 697
2022
Q3 		– Sell
-8,432
Closed -$251K – 446
2022
Q2 		$251K Sell
8,432
-10,296
-55% -$296K 0.03% 399
2022
Q1 		$493K Sell
18,728
-480
-2% -$11.9K 0.05% 304
2021
Q4 		$447K Buy
19,208
+4,308
+29% +$113K 0.05% 310
2021
Q3 		$460K Buy
+14,900
New +$421K 0.05% 301

Other funds holding ALKS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return