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Independent Advisor Alliance’s Xeris Biopharma Holdings XERS Stock Holding History

Independent Advisor Alliance’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
2021
Q2 		– Sell
-20,253
Closed -$91K – 646
2021
Q1 		$91K Sell
20,253
-13,589
-40% -$73.3K 0.01% 574
2020
Q4 		$167K Buy
33,842
+1,854
+6% +$9.28K 0.01% 519
2020
Q3 		$190K Buy
+31,988
New +$128K 0.01% 456

Other funds holding XERS

DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Independent Advisor Alliance's XERS Position: Q2 2021 in Review

Independent Advisor Alliance sold out of Xeris Biopharma Holdings (XERS) in Q2 2021, closing a stake of 20,253 shares — an estimated $91K sold.

Independent Advisor Alliance first reported a position in XERS in Q3 2020 and held it in 3 quarters. The position peaked at $190K in Q3 2020. 93 funds tracked by Wall St. Rank hold XERS as of Q2 2021.

  • Independent Advisor Alliance reported no remaining Xeris Biopharma Holdings position as of Q2 2021 after selling out during the quarter.
  • Independent Advisor Alliance sold 20,253 Xeris Biopharma Holdings shares in Q2 2021, an estimated $91K.
  • Independent Advisor Alliance first reported a position in Xeris Biopharma Holdings in Q3 2020 and held it in 3 quarters.
  • Independent Advisor Alliance's Xeris Biopharma Holdings position peaked at $190K in Q3 2020.
  • 93 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q2 2021.

Based on Independent Advisor Alliance's 13F filing for Q2 2021, filed 12 Aug 2021.