GM
ESPR

GeoWealth Management’s Esperion Therapeutics ESPR Stock Holding History

GeoWealth Management’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
2025
Q1 		– Sell
-102
Closed -$224 – 1283
2024
Q4 		$224 Sell
102
-3,245
-97% -$7.57K ﹤0.01% 1755
2024
Q3 		$5.52K Buy
+3,347
New +$6.76K ﹤0.01% 1445

Other funds holding ESPR

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

GeoWealth Management's ESPR Position: Q1 2025 in Review

GeoWealth Management sold out of Esperion Therapeutics (ESPR) in Q1 2025, closing a stake of 102 shares — an estimated $224 sold.

GeoWealth Management first reported a position in ESPR in Q3 2024 and held it in 2 quarters. The position peaked at $5.52K in Q3 2024. 186 funds tracked by Wall St. Rank hold ESPR as of Q1 2025.

  • GeoWealth Management reported no remaining Esperion Therapeutics position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 102 Esperion Therapeutics shares in Q1 2025, an estimated $224.
  • GeoWealth Management first reported a position in Esperion Therapeutics in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Esperion Therapeutics position peaked at $5.52K in Q3 2024.
  • 186 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.