LFA
AERI

Legacy Financial Advisors’s Aerie Pharmaceuticals AERI Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-67
Closed -$3K – 972
2019
Q1 		$3K Buy
+67
New +$2.95K ﹤0.01% 874

Other funds holding AERI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
FCMI
Foresite Capital Management III Larkspur, California $37.9M AUM 6.87% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
FCMI
Foresite Capital Management II Larkspur, California $29.2M AUM 44.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCM
Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return

Legacy Financial Advisors's AERI Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Aerie Pharmaceuticals (AERI) in Q2 2019, closing a stake of 67 shares — an estimated $3K sold.

Legacy Financial Advisors first reported a position in AERI in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 167 funds tracked by Wall St. Rank hold AERI as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Aerie Pharmaceuticals position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 67 Aerie Pharmaceuticals shares in Q2 2019, an estimated $3K.
  • Legacy Financial Advisors first reported a position in Aerie Pharmaceuticals in Q1 2019 and held it in 1 quarter.
  • Legacy Financial Advisors's Aerie Pharmaceuticals position peaked at $3K in Q1 2019.
  • 167 funds tracked by Wall St. Rank held Aerie Pharmaceuticals as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.