Reilly Financial Advisors’s Alkermes ALKS Stock Holding History

Reilly Financial 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
2021 Q4	$4K	Buy	175 +75	+75%	+$1.97K	﹤0.01%	867
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	798
2021 Q2	$2K	Hold	100	–	–	﹤0.01%	886
2021 Q1	$2K	Hold	100	–	–	﹤0.01%	899
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	781
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	738
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	795
2020 Q1	$1K	Hold	100	–	–	﹤0.01%	822
2019 Q4	$2K	Hold	100	–	–	﹤0.01%	800
2019 Q3	$2K	Hold	100	–	–	﹤0.01%	815
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	857
2019 Q1	$4K	Hold	100	–	–	﹤0.01%	811
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	809
2018 Q3	$4K	Hold	100	–	–	﹤0.01%	848
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	827
2018 Q1	$6K	Hold	100	–	–	﹤0.01%	732
2017 Q4	$5K	Buy	+100	New	+$5.1K	﹤0.01%	765
2016 Q3	–	Sell	-100	Closed	-$4K	–	829
2016 Q2	$4K	Hold	100	–	–	﹤0.01%	627
2016 Q1	$3K	Hold	100	–	–	﹤0.01%	1005
2015 Q4	$8K	Hold	100	–	–	﹤0.01%	829
2015 Q3	$6K	Hold	100	–	–	﹤0.01%	907
2015 Q2	$6K	Hold	100	–	–	﹤0.01%	1006
2015 Q1	$6K	Buy	+100	New	+$6.83K	﹤0.01%	967
2013 Q4	–	Sell	-200	Closed	-$7K	–	839
2013 Q3	$7K	Hold	200	–	–	﹤0.01%	535
2013 Q2	$6K	Buy	+200	New	+$5.83K	﹤0.01%	576

Other funds holding ALKS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCM

Sarissa Capital Management Greenwich, Connecticut $158M AUM 103.7% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HJGA

Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Reilly Financial Advisors's ALKS Position: Q4 2021 in Review

Reilly Financial Advisors increased its Alkermes (ALKS) stake by 75% in Q4 2021, buying an estimated $1.97K and bringing the position to 175 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Reilly Financial Advisors first reported a position in ALKS in Q2 2013 and has held it in 25 quarters since. The position peaked at $8K in Q4 2015. 216 funds tracked by Wall St. Rank hold ALKS as of Q4 2021.

Reilly Financial Advisors held 175 shares of Alkermes worth $4K as of Q4 2021.
Reilly Financial Advisors bought 75 Alkermes shares in Q4 2021, an estimated $1.97K.
Alkermes made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #867 holding.
Reilly Financial Advisors first reported a position in Alkermes in Q2 2013 and has held it in 25 quarters since.
Reilly Financial Advisors's Alkermes position peaked at $8K in Q4 2015.
216 funds tracked by Wall St. Rank held Alkermes as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.