CPA
ESPR icon

Capital Performance Advisors’s Esperion Therapeutics ESPR Stock Holding History

Capital Performance Advisors’s Portfolio ESPR Stock Details ESPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-193
Closed -$318 – 964
2024
Q3 		$318 Buy
+193
New +$390 ﹤0.01% 2438

Other funds holding ESPR

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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
Bellevue Group
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Capital Performance Advisors's ESPR Position: Q4 2024 in Review

Capital Performance Advisors sold out of Esperion Therapeutics (ESPR) in Q4 2024, closing a stake of 193 shares — an estimated $318 sold.

Capital Performance Advisors first reported a position in ESPR in Q3 2024 and held it in 1 quarter. The position peaked at $318 in Q3 2024. 190 funds tracked by Wall St. Rank hold ESPR as of Q4 2024.

  • Capital Performance Advisors reported no remaining Esperion Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 193 Esperion Therapeutics shares in Q4 2024, an estimated $318.
  • Capital Performance Advisors first reported a position in Esperion Therapeutics in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Esperion Therapeutics position peaked at $318 in Q3 2024.
  • 190 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.