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AERI

Avantax Planning Partners’s Aerie Pharmaceuticals AERI Stock Holding History

Avantax Planning Partners’s Portfolio AERI Stock Details AERI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-15
Closed – – 1618
2018
Q1 		$0 Buy
+15
New +$839 ﹤0.01% 1883

Other funds holding AERI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
FCMI
Foresite Capital Management III Larkspur, California $37.9M AUM 6.87% 1-Year Est. Return
FCMI
Foresite Capital Management II Larkspur, California $29.2M AUM 44.84% 1-Year Est. Return
HM
HealthCor Management New York $109M AUM 10.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Avantax Planning Partners's AERI Position: Q2 2018 in Review

Avantax Planning Partners sold out of Aerie Pharmaceuticals (AERI) in Q2 2018, closing a stake of 15 shares.

Avantax Planning Partners first reported a position in AERI in Q1 2018 and held it in 1 quarter. The position peaked at $0 in Q1 2018. 175 funds tracked by Wall St. Rank hold AERI as of Q2 2018.

  • Avantax Planning Partners reported no remaining Aerie Pharmaceuticals position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 15 Aerie Pharmaceuticals shares in Q2 2018.
  • Avantax Planning Partners first reported a position in Aerie Pharmaceuticals in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Aerie Pharmaceuticals position peaked at $0 in Q1 2018.
  • 175 funds tracked by Wall St. Rank held Aerie Pharmaceuticals as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.