TFO Wealth Partners’s Alkermes ALKS Stock Holding History

TFO 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
2024 Q1	–	Sell	-11	Closed	-$305	–	799
2023 Q4	$305	Hold	11	–	–	﹤0.01%	515
2023 Q3	$344	Buy	+11	New	+$322	﹤0.01%	597

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

TFO Wealth Partners's ALKS Position: Q1 2024 in Review

TFO Wealth Partners sold out of Alkermes (ALKS) in Q1 2024, closing a stake of 11 shares — an estimated $305 sold.

TFO Wealth Partners first reported a position in ALKS in Q3 2023 and held it in 2 quarters. The position peaked at $344 in Q3 2023. 335 funds tracked by Wall St. Rank hold ALKS as of Q1 2024.

TFO Wealth Partners reported no remaining Alkermes position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 11 Alkermes shares in Q1 2024, an estimated $305.
TFO Wealth Partners first reported a position in Alkermes in Q3 2023 and held it in 2 quarters.
TFO Wealth Partners's Alkermes position peaked at $344 in Q3 2023.
335 funds tracked by Wall St. Rank held Alkermes as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.