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Wealthspire Advisors (Maryland)’s Alkermes ALKS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-496
Closed -$18K – 513
2019
Q1 		$18K Buy
496
+414
+505% +$13.7K ﹤0.01% 1311
2018
Q4 		$2K Sell
82
-35
-30% -$1.29K ﹤0.01% 2044
2018
Q3 		$5K Buy
117
+18
+18% +$781 ﹤0.01% 1773
2018
Q2 		$4K Sell
99
-155
-61% -$7.06K ﹤0.01% 1850
2018
Q1 		$15K Buy
254
+3
+1% +$176 ﹤0.01% 1388
2017
Q4 		$14K Buy
+251
New +$12.8K ﹤0.01% 1448

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ALKS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Alkermes (ALKS) in Q2 2019, closing a stake of 496 shares — an estimated $18K sold.

Wealthspire Advisors (Maryland) first reported a position in ALKS in Q4 2017 and held it in 6 quarters. The position peaked at $18K in Q1 2019. 225 funds tracked by Wall St. Rank hold ALKS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Alkermes position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 496 Alkermes shares in Q2 2019, an estimated $18K.
  • Wealthspire Advisors (Maryland) first reported a position in Alkermes in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Alkermes position peaked at $18K in Q1 2019.
  • 225 funds tracked by Wall St. Rank held Alkermes as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.