FGAM
AERI

Financial Gravity Asset Management’s Aerie Pharmaceuticals AERI Stock Holding History

Financial Gravity Asset Management’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
2019
Q4 		– Sell
-95
Closed -$2K – 1776
2019
Q3 		$2K Buy
95
+39
+70% +$894 ﹤0.01% 945
2019
Q2 		$2K Sell
56
-26
-32% -$1K ﹤0.01% 970
2019
Q1 		$4K Buy
+82
New +$3.61K ﹤0.01% 791

Other funds holding AERI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
PHS
PFM Health Sciences San Francisco, California $1.17B AUM 92.19% 1-Year Est. Return
FCMI
Foresite Capital Management III Larkspur, California $37.9M AUM 6.87% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
FCMI
Foresite Capital Management II Larkspur, California $29.2M AUM 44.84% 1-Year Est. Return
FCMI
Foresite Capital Management IV Larkspur, California $290M AUM 143.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Gravity Asset Management's AERI Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Aerie Pharmaceuticals (AERI) in Q4 2019, closing a stake of 95 shares — an estimated $2K sold.

Financial Gravity Asset Management first reported a position in AERI in Q1 2019 and held it in 3 quarters. The position peaked at $4K in Q1 2019. 167 funds tracked by Wall St. Rank hold AERI as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining Aerie Pharmaceuticals position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 95 Aerie Pharmaceuticals shares in Q4 2019, an estimated $2K.
  • Financial Gravity Asset Management first reported a position in Aerie Pharmaceuticals in Q1 2019 and held it in 3 quarters.
  • Financial Gravity Asset Management's Aerie Pharmaceuticals position peaked at $4K in Q1 2019.
  • 167 funds tracked by Wall St. Rank held Aerie Pharmaceuticals as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.