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River Wealth Advisors’s Alkermes ALKS Stock Holding History

River Wealth 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
2019
Q1 		– Sell
-1,900
Closed -$56K – 162
2018
Q4 		$56K Hold
1,900
– – 0.02% 230
2018
Q3 		$81K Hold
1,900
– – 0.03% 224
2018
Q2 		$78K Buy
+1,900
New +$86.5K 0.03% 225

Other funds holding ALKS

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

River Wealth Advisors's ALKS Position: Q1 2019 in Review

River Wealth Advisors sold out of Alkermes (ALKS) in Q1 2019, closing a stake of 1,900 shares — an estimated $56K sold.

River Wealth Advisors first reported a position in ALKS in Q2 2018 and held it in 3 quarters. The position peaked at $81K in Q3 2018. 220 funds tracked by Wall St. Rank hold ALKS as of Q1 2019.

  • River Wealth Advisors reported no remaining Alkermes position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 1,900 Alkermes shares in Q1 2019, an estimated $56K.
  • River Wealth Advisors first reported a position in Alkermes in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Alkermes position peaked at $81K in Q3 2018.
  • 220 funds tracked by Wall St. Rank held Alkermes as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.