CAPTRUST Financial Advisors
ESPR icon

CAPTRUST Financial Advisors’s Esperion Therapeutics ESPR Stock Holding History

CAPTRUST Financial 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
2026
Q1 		$32.1K Buy
11,705
+847
+8% +$2.68K ﹤0.01% 2932
2025
Q4 		$40.2K Buy
+10,858
New +$35.1K ﹤0.01% 2693
2024
Q1 		– Sell
-10,050
Closed -$30.1K – 2311
2023
Q4 		$30.1K Buy
+10,050
New +$13K ﹤0.01% 2610
2023
Q3 		– Sell
-10,102
Closed -$14K – 2654
2023
Q2 		$14K Buy
+10,102
New +$14.1K ﹤0.01% 2473
2022
Q3 		– Sell
-2,312
Closed -$15K – 2666
2022
Q2 		$15K Buy
2,312
+2,128
+1,157% +$12.1K ﹤0.01% 3532
2022
Q1 		$1K Buy
184
+84
+84% +$360 ﹤0.01% 4684
2021
Q4 		$0 Sell
100
-450
-82% -$3.6K ﹤0.01% 4807
2021
Q3 		$7K Buy
550
+382
+227% +$5.56K ﹤0.01% 3800
2021
Q2 		$4K Buy
168
+9
+6% +$217 ﹤0.01% 3943
2021
Q1 		$4K Sell
159
-291
-65% -$8.59K ﹤0.01% 3801
2020
Q4 		$12K Hold
450
– – ﹤0.01% 2479
2020
Q3 		$16K Sell
450
-100
-18% -$3.96K ﹤0.01% 2073
2020
Q2 		$28K Buy
+550
New +$23K ﹤0.01% 1817

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TSC
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O
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VCM
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Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return