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Goldstein Advisors’s Xeris Biopharma Holdings XERS Stock Holding History

Goldstein Advisors’s Portfolio XERS Stock Details XERS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-40,000
Closed -$220K – 222
2025
Q1 		$220K Buy
40,000
+2,200
+6% +$8.88K 0.03% 170
2024
Q4 		$128K Buy
37,800
+7,375
+24% +$23.7K 0.02% 180
2024
Q3 		$86.7K Buy
30,425
+5,000
+20% +$12.8K 0.01% 180
2024
Q2 		$57.2K Hold
25,425
– – 0.01% 159
2024
Q1 		$56.2K Hold
25,425
– – 0.01% 155
2023
Q4 		$59.7K Hold
25,425
– – 0.01% 174
2023
Q3 		$47.3K Hold
25,425
– – 0.01% 146
2023
Q2 		$66.6K Hold
25,425
– – 0.01% 148
2023
Q1 		$41.4K Buy
25,425
+10,000
+65% +$12.5K 0.01% 142
2022
Q4 		$21K Buy
+15,425
New +$21.8K 0.01% 154

Other funds holding XERS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return