WA
ALXN

Waverly Advisors’s Alexion Pharmaceuticals ALXN Stock Holding History

Waverly 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
2017
Q2 		– Sell
-1,891
Closed -$229K – 225
2017
Q1 		$229K Buy
+1,891
New +$244K 0.06% 191
2015
Q4 		– Sell
-65
Closed -$10K – 418
2015
Q3 		$10K Sell
65
-1
-2% -$182 0.01% 348
2015
Q2 		$12K Buy
+66
New +$11.4K 0.01% 260
2014
Q4 		– Sell
-612
Closed -$101K – 715
2014
Q3 		$101K Hold
612
– – 0.05% 137
2014
Q2 		$96K Buy
612
+11
+2% +$1.74K 0.04% 154
2014
Q1 		$91K Buy
601
+59
+11% +$9.38K 0.04% 156
2013
Q4 		$72K Buy
+542
New +$65K 0.03% 281

Other funds holding ALXN

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Waverly Advisors's ALXN Position: Q2 2017 in Review

Waverly Advisors sold out of Alexion Pharmaceuticals (ALXN) in Q2 2017, closing a stake of 1,891 shares — an estimated $229K sold.

Waverly Advisors first reported a position in ALXN in Q4 2013 and held it in 7 quarters. The position peaked at $229K in Q1 2017. 559 funds tracked by Wall St. Rank hold ALXN as of Q2 2017.

  • Waverly Advisors reported no remaining Alexion Pharmaceuticals position as of Q2 2017 after selling out during the quarter.
  • Waverly Advisors sold 1,891 Alexion Pharmaceuticals shares in Q2 2017, an estimated $229K.
  • Waverly Advisors first reported a position in Alexion Pharmaceuticals in Q4 2013 and held it in 7 quarters.
  • Waverly Advisors's Alexion Pharmaceuticals position peaked at $229K in Q1 2017.
  • 559 funds tracked by Wall St. Rank held Alexion Pharmaceuticals as of Q2 2017.

Based on Waverly Advisors's 13F filing for Q2 2017, filed 27 Jul 2017.