IFP Advisors’s Aerie Pharmaceuticals AERI Stock Holding History

IFP Advisors’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
2020 Q4	–	Sell	-45	Closed	-$544	–	3149
2020 Q3	$1K	Buy	+45	New	+$548	﹤0.01%	2750
2019 Q1	–	Sell	-500	Closed	-$18K	–	3649
2018 Q4	$18K	Hold	500	–	–	﹤0.01%	2207
2018 Q3	$31K	Sell	500 -100	-17%	-$6.43K	﹤0.01%	2195
2018 Q2	$41K	Hold	600	–	–	﹤0.01%	2043
2018 Q1	$36K	Hold	600	–	–	﹤0.01%	2010
2017 Q4	$36K	Buy	600 +100	+20%	+$6.06K	﹤0.01%	2034
2017 Q3	$24K	Buy	500 +100	+25%	+$5.46K	﹤0.01%	2494
2017 Q2	$21K	Hold	400	–	–	﹤0.01%	2564
2017 Q1	$18K	Hold	400	–	–	﹤0.01%	2578
2016 Q4	$15K	Hold	400	–	–	﹤0.01%	2675
2016 Q3	$15K	Hold	400	–	–	﹤0.01%	2608
2016 Q2	$7K	Buy	+400	New	+$6.47K	﹤0.01%	2976
2016 Q1	–	Sell	-200	Closed	-$5K	–	3641
2015 Q4	$5K	Buy	+200	New	+$4.67K	﹤0.01%	3001

Other funds holding AERI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PHS

PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

CWG

C WorldWide Group Copenhagen, Denmark $4.66B AUM 11.67% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

IFP Advisors's AERI Position: Q4 2020 in Review

IFP Advisors sold out of Aerie Pharmaceuticals (AERI) in Q4 2020, closing a stake of 45 shares — an estimated $544 sold.

IFP Advisors first reported a position in AERI in Q4 2015 and held it in 13 quarters. The position peaked at $41K in Q2 2018. 150 funds tracked by Wall St. Rank hold AERI as of Q4 2020.

IFP Advisors reported no remaining Aerie Pharmaceuticals position as of Q4 2020 after selling out during the quarter.
IFP Advisors sold 45 Aerie Pharmaceuticals shares in Q4 2020, an estimated $544.
IFP Advisors first reported a position in Aerie Pharmaceuticals in Q4 2015 and held it in 13 quarters.
IFP Advisors's Aerie Pharmaceuticals position peaked at $41K in Q2 2018.
150 funds tracked by Wall St. Rank held Aerie Pharmaceuticals as of Q4 2020.

Based on IFP Advisors's 13F filing for Q4 2020, filed 25 Jan 2021.