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Stratos Wealth Partners’s Alkermes ALKS Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-1,396
Closed -$59K – 910
2018
Q3 		$59K Buy
+1,396
New +$60.6K ﹤0.01% 1378
2018
Q2 		– Sell
-1,513
Closed -$88K – 1020
2018
Q1 		$88K Sell
1,513
-24
-2% -$1.4K ﹤0.01% 1260
2017
Q4 		$84K Buy
+1,537
New +$78.4K ﹤0.01% 1264

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
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
WIM
Woodford Investment Management London, United Kingdom $310M AUM 17.41% 1-Year Est. Return

Stratos Wealth Partners's ALKS Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Alkermes (ALKS) in Q4 2018, closing a stake of 1,396 shares — an estimated $59K sold.

Stratos Wealth Partners first reported a position in ALKS in Q4 2017 and held it in 3 quarters. The position peaked at $88K in Q1 2018. 238 funds tracked by Wall St. Rank hold ALKS as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Alkermes position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,396 Alkermes shares in Q4 2018, an estimated $59K.
  • Stratos Wealth Partners first reported a position in Alkermes in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Alkermes position peaked at $88K in Q1 2018.
  • 238 funds tracked by Wall St. Rank held Alkermes as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.