UCFA
ALXN

United Capital Financial Advisors’s Alexion Pharmaceuticals ALXN Stock Holding History

United Capital Financial Advisors’s Portfolio ALXN Stock Details ALXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,798
Closed -$514K – 1260
2021
Q2 		$514K Buy
2,798
+28
+1% +$4.81K ﹤0.01% 855
2021
Q1 		$424K Sell
2,770
-144
-5% -$22.3K ﹤0.01% 892
2020
Q4 		$455K Buy
2,914
+312
+12% +$40.1K ﹤0.01% 870
2020
Q3 		$298K Buy
2,602
+453
+21% +$48.9K ﹤0.01% 955
2020
Q2 		$241K Buy
+2,149
New +$228K ﹤0.01% 1048
2017
Q2 		– Sell
-1,877
Closed -$228K – 1325
2017
Q1 		$228K Sell
1,877
-407
-18% -$52.5K ﹤0.01% 1148
2016
Q4 		$279K Sell
2,284
-106
-4% -$13K ﹤0.01% 1080
2016
Q3 		$293K Sell
2,390
-223
-9% -$28.7K ﹤0.01% 1081
2016
Q2 		$306K Buy
2,613
+687
+36% +$97.5K ﹤0.01% 1031
2016
Q1 		$268K Buy
1,926
+237
+14% +$34.8K ﹤0.01% 1031
2015
Q4 		$322K Buy
1,689
+205
+14% +$35.8K ﹤0.01% 999
2015
Q3 		$232K Buy
1,484
+249
+20% +$45.4K ﹤0.01% 1123
2015
Q2 		$223K Buy
+1,235
New +$213K ﹤0.01% 1153

Other funds holding ALXN

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
NICM
Neo Ivy Capital Management New York $379M AUM 28.34% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return
CFO
CVA Family Office Denver, Colorado $950M AUM 20.72% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

United Capital Financial Advisors's ALXN Position: Q3 2021 in Review

United Capital Financial Advisors sold out of Alexion Pharmaceuticals (ALXN) in Q3 2021, closing a stake of 2,798 shares — an estimated $514K sold.

United Capital Financial Advisors first reported a position in ALXN in Q2 2015 and held it in 13 quarters. The position peaked at $514K in Q2 2021. 7 funds tracked by Wall St. Rank hold ALXN as of Q3 2021.

  • United Capital Financial Advisors reported no remaining Alexion Pharmaceuticals position as of Q3 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 2,798 Alexion Pharmaceuticals shares in Q3 2021, an estimated $514K.
  • United Capital Financial Advisors first reported a position in Alexion Pharmaceuticals in Q2 2015 and held it in 13 quarters.
  • United Capital Financial Advisors's Alexion Pharmaceuticals position peaked at $514K in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Alexion Pharmaceuticals as of Q3 2021.

Based on United Capital Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.