SSWM
ALKS icon

Sheets Smith Wealth Management’s Alkermes ALKS Stock Holding History

Sheets Smith 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
2013
Q3 		– Sell
-21,437
Closed -$615K – 235
2013
Q2 		$615K Buy
+21,437
New +$625K 0.21% 135

Other funds holding ALKS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Sheets Smith Wealth Management's ALKS Position: Q3 2013 in Review

Sheets Smith Wealth Management sold out of Alkermes (ALKS) in Q3 2013, closing a stake of 21,437 shares — an estimated $615K sold.

Sheets Smith Wealth Management first reported a position in ALKS in Q2 2013 and held it in 1 quarter. The position peaked at $615K in Q2 2013. 193 funds tracked by Wall St. Rank hold ALKS as of Q3 2013.

  • Sheets Smith Wealth Management reported no remaining Alkermes position as of Q3 2013 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 21,437 Alkermes shares in Q3 2013, an estimated $615K.
  • Sheets Smith Wealth Management first reported a position in Alkermes in Q2 2013 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Alkermes position peaked at $615K in Q2 2013.
  • 193 funds tracked by Wall St. Rank held Alkermes as of Q3 2013.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2013, filed 26 Nov 2013.