Simplicity Wealth’s Alkermes ALKS Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-11,554	Closed	-$278K	–	514
2024 Q2	$278K	Sell	11,554 -591	-5%	-$14.5K	0.01%	980
2024 Q1	$329K	Buy	+12,145	New	+$345K	0.01%	885

Other funds holding ALKS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Simplicity Wealth's ALKS Position: Q3 2024 in Review

Simplicity Wealth sold out of Alkermes (ALKS) in Q3 2024, closing a stake of 11,554 shares — an estimated $278K sold.

Simplicity Wealth first reported a position in ALKS in Q1 2024 and held it in 2 quarters. The position peaked at $329K in Q1 2024. 338 funds tracked by Wall St. Rank hold ALKS as of Q3 2024.

Simplicity Wealth reported no remaining Alkermes position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 11,554 Alkermes shares in Q3 2024, an estimated $278K.
Simplicity Wealth first reported a position in Alkermes in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Alkermes position peaked at $329K in Q1 2024.
338 funds tracked by Wall St. Rank held Alkermes as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.