RIM
ALKS icon

Rockbridge Investment Management’s Alkermes ALKS Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-100
Closed -$2.77K – 140
2023
Q4 		$2.77K Buy
+100
New +$2.6K ﹤0.01% 528
2022
Q3 		– Sell
-100
Closed -$2.98K – 117
2022
Q2 		$2.98K Sell
100
-5
-5% -$144 ﹤0.01% 509
2022
Q1 		$2.95K Hold
105
– – ﹤0.01% 677
2021
Q4 		$2K Hold
105
– – ﹤0.01% 712
2021
Q3 		$3K Hold
105
– – ﹤0.01% 637
2021
Q2 		$3K Buy
105
+100
+2,000% +$2.23K ﹤0.01% 634
2021
Q1 		$0 Hold
5
– – ﹤0.01% 709
2020
Q4 		$0 Hold
5
– – ﹤0.01% 681
2020
Q3 		$0 Hold
5
– – ﹤0.01% 643
2020
Q2 		$0 Buy
+5
New +$81 ﹤0.01% 622

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $4.85B AUM 144% 1-Year Est. Return