WLPWM
ALXN

Walled Lake Planning & Wealth Management’s Alexion Pharmaceuticals ALXN Stock Holding History

Walled Lake Planning & Wealth Management’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
-28
Closed -$5K – 356
2021
Q2 		$5K Hold
28
– – ﹤0.01% 275
2021
Q1 		$4K Sell
28
-118
-81% -$18.3K ﹤0.01% 275
2020
Q4 		$23K Hold
146
– – 0.02% 167
2020
Q3 		$17K Hold
146
– – 0.01% 184
2020
Q2 		$16K Hold
146
– – 0.01% 173
2020
Q1 		$13K Buy
146
+118
+421% +$11.6K 0.01% 173
2019
Q4 		$3K Buy
+28
New +$3K ﹤0.01% 252

Other funds holding ALXN

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
NICM
Neo Ivy Capital Management New York $434M AUM 44.19% 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 $521B AUM 51.41% 1-Year Est. Return
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return
CFO
CVA Family Office Denver, Colorado $1.1B AUM 26.6% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return

Walled Lake Planning & Wealth Management's ALXN Position: Q3 2021 in Review

Walled Lake Planning & Wealth Management sold out of Alexion Pharmaceuticals (ALXN) in Q3 2021, closing a stake of 28 shares — an estimated $5K sold.

Walled Lake Planning & Wealth Management first reported a position in ALXN in Q4 2019 and held it in 7 quarters. The position peaked at $23K in Q4 2020. 7 funds tracked by Wall St. Rank hold ALXN as of Q3 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Alexion Pharmaceuticals position as of Q3 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 28 Alexion Pharmaceuticals shares in Q3 2021, an estimated $5K.
  • Walled Lake Planning & Wealth Management first reported a position in Alexion Pharmaceuticals in Q4 2019 and held it in 7 quarters.
  • Walled Lake Planning & Wealth Management's Alexion Pharmaceuticals position peaked at $23K in Q4 2020.
  • 7 funds tracked by Wall St. Rank held Alexion Pharmaceuticals as of Q3 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.