BSW Wealth Partners’s Aerie Pharmaceuticals AERI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-20,750
Closed -$314K 334
2022
Q3
$314K Hold
20,750
0.08% 172
2022
Q2
$156K Sell
20,750
-6,250
-23% -$44K 0.04% 263
2022
Q1
$246K Buy
+27,000
New +$208K 0.06% 235

BSW Wealth Partners's AERI Position: Q4 2022 in Review

BSW Wealth Partners sold out of Aerie Pharmaceuticals (AERI) in Q4 2022, closing a stake of 20,750 shares — an estimated $314K sold.

BSW Wealth Partners first reported a position in AERI in Q1 2022 and held it in 3 quarters. The position peaked at $314K in Q3 2022. 0 funds tracked by Wall St. Rank hold AERI as of Q4 2022.

  • BSW Wealth Partners reported no remaining Aerie Pharmaceuticals position as of Q4 2022 after selling out during the quarter.
  • BSW Wealth Partners sold 20,750 Aerie Pharmaceuticals shares in Q4 2022, an estimated $314K.
  • BSW Wealth Partners first reported a position in Aerie Pharmaceuticals in Q1 2022 and held it in 3 quarters.
  • BSW Wealth Partners's Aerie Pharmaceuticals position peaked at $314K in Q3 2022.
  • 0 funds tracked by Wall St. Rank held Aerie Pharmaceuticals as of Q4 2022.

Based on BSW Wealth Partners's 13F filing for Q4 2022, filed 14 Feb 2023.