JP Morgan Private Wealth Advisors’s Aerie Pharmaceuticals AERI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-18,628
| Closed | -$282K | – | 2026 |
|
|
2022
Q3 | $282K | Sell |
18,628
-1,217
| -6% | -$14.1K | ﹤0.01% | 1676 |
|
|
2022
Q2 | $149K | Sell |
19,845
-598
| -3% | -$4.21K | ﹤0.01% | 1854 |
|
|
2022
Q1 | $186K | Buy |
20,443
+1,743
| +9% | +$13.4K | ﹤0.01% | 1922 |
|
|
2021
Q4 | $131K | Sell |
18,700
-636
| -3% | -$6.66K | ﹤0.01% | 1935 |
|
|
2021
Q3 | $220K | Buy |
19,336
+3,482
| +22% | +$50.9K | ﹤0.01% | 1819 |
|
|
2021
Q2 | $254K | Sell |
15,854
-179
| -1% | -$3.07K | ﹤0.01% | 1732 |
|
|
2021
Q1 | $287K | Sell |
16,033
-793
| -5% | -$13.7K | ﹤0.01% | 1546 |
|
|
2020
Q4 | $227K | Sell |
16,826
-5,380
| -24% | -$65K | ﹤0.01% | 1600 |
|
|
2020
Q3 | $261K | Sell |
22,206
-818
| -4% | -$9.96K | ﹤0.01% | 1420 |
|
|
2020
Q2 | $340K | Buy |
23,024
+125
| +0.5% | +$1.85K | ﹤0.01% | 1253 |
|
|
2020
Q1 | $309K | Buy |
22,899
+5,314
| +30% | +$101K | ﹤0.01% | 1130 |
|
|
2019
Q4 | $425K | Buy |
17,585
+6,859
| +64% | +$142K | ﹤0.01% | 1111 |
|
|
2019
Q3 | $206K | Buy |
+10,726
| New | +$246K | ﹤0.01% | 1341 |
|
|
2019
Q2 | – | Sell |
-4,856
| Closed | -$231K | – | 1483 |
|
|
2019
Q1 | $231K | Sell |
4,856
-1,259
| -21% | -$55.4K | ﹤0.01% | 1325 |
|
|
2018
Q4 | $221K | Buy |
6,115
+1,740
| +40% | +$81.6K | ﹤0.01% | 1301 |
|
|
2018
Q3 | $269K | Buy |
4,375
+288
| +7% | +$18.5K | ﹤0.01% | 1356 |
|
|
2018
Q2 | $276K | Buy |
+4,087
| New | +$229K | ﹤0.01% | 1236 |
|
JP Morgan Private Wealth Advisors's AERI Position: Q4 2022 in Review
JP Morgan Private Wealth Advisors sold out of Aerie Pharmaceuticals (AERI) in Q4 2022, closing a stake of 18,628 shares — an estimated $282K sold.
JP Morgan Private Wealth Advisors first reported a position in AERI in Q2 2018 and held it in 17 quarters. The position peaked at $425K in Q4 2019. 0 funds tracked by Wall St. Rank hold AERI as of Q4 2022.
- JP Morgan Private Wealth Advisors reported no remaining Aerie Pharmaceuticals position as of Q4 2022 after selling out during the quarter.
- JP Morgan Private Wealth Advisors sold 18,628 Aerie Pharmaceuticals shares in Q4 2022, an estimated $282K.
- JP Morgan Private Wealth Advisors first reported a position in Aerie Pharmaceuticals in Q2 2018 and held it in 17 quarters.
- JP Morgan Private Wealth Advisors's Aerie Pharmaceuticals position peaked at $425K in Q4 2019.
- 0 funds tracked by Wall St. Rank held Aerie Pharmaceuticals as of Q4 2022.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.