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Spire Wealth Management’s Alkermes ALKS Stock Holding History

Spire 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
2023
Q2 		– Sell
-70
Closed -$1.97K – 2388
2023
Q1 		$1.97K Sell
70
-384
-85% -$10.5K ﹤0.01% 2265
2022
Q4 		$12K Buy
+454
New +$10.9K ﹤0.01% 1538
2022
Q3 		– Sell
-118
Closed -$4K – 2178
2022
Q2 		$4K Hold
118
– – ﹤0.01% 2166
2022
Q1 		$3K Hold
118
– – ﹤0.01% 2311
2021
Q4 		$3K Hold
118
– – ﹤0.01% 2673
2021
Q3 		$4K Hold
118
– – ﹤0.01% 2313
2021
Q2 		$3K Hold
118
– – ﹤0.01% 2398
2021
Q1 		$2K Buy
+118
New +$2.42K ﹤0.01% 2818

Other funds holding ALKS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Sarissa Capital Management Greenwich, Connecticut $178M AUM 118.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.85B AUM 35.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Spire Wealth Management's ALKS Position: Q2 2023 in Review

Spire Wealth Management sold out of Alkermes (ALKS) in Q2 2023, closing a stake of 70 shares — an estimated $1.97K sold.

Spire Wealth Management first reported a position in ALKS in Q1 2021 and held it in 8 quarters. The position peaked at $12K in Q4 2022. 292 funds tracked by Wall St. Rank hold ALKS as of Q2 2023.

  • Spire Wealth Management reported no remaining Alkermes position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 70 Alkermes shares in Q2 2023, an estimated $1.97K.
  • Spire Wealth Management first reported a position in Alkermes in Q1 2021 and held it in 8 quarters.
  • Spire Wealth Management's Alkermes position peaked at $12K in Q4 2022.
  • 292 funds tracked by Wall St. Rank held Alkermes as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.