NFG
ESPR

Next Financial Group’s Esperion Therapeutics ESPR Stock Holding History

Next Financial Group’s Portfolio ESPR Stock Details ESPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$2K Hold
400
– – ﹤0.01% 2599
2021
Q3 		$5K Hold
400
– – ﹤0.01% 2251
2021
Q2 		$8K Hold
400
– – ﹤0.01% 2052
2021
Q1 		$11K Hold
400
– – ﹤0.01% 1849
2020
Q4 		$10K Hold
400
– – ﹤0.01% 1777
2020
Q3 		$15K Buy
+400
New +$15.8K ﹤0.01% 1507
2020
Q2 		– Sell
-400
Closed -$13K – 968
2020
Q1 		$13K Hold
400
– – ﹤0.01% 1427
2019
Q4 		$24K Buy
400
+100
+33% +$4.5K ﹤0.01% 1456
2019
Q3 		$11K Buy
300
+100
+50% +$3.96K ﹤0.01% 1672
2019
Q2 		$9K Buy
+200
New +$9.39K ﹤0.01% 1715
2017
Q4 		– Sell
-61
Closed -$3K – 576
2017
Q3 		$3K Hold
61
– – ﹤0.01% 1530
2017
Q2 		$3K Hold
61
– – ﹤0.01% 1658
2017
Q1 		$2K Sell
61
-31
-34% -$710 ﹤0.01% 1682
2016
Q4 		$1K Hold
92
– – ﹤0.01% 2271
2016
Q3 		$1K Buy
+92
New +$1.04K ﹤0.01% 2261
2015
Q4 		– Sell
-50
Closed -$1K – 1821
2015
Q3 		$1K Buy
+50
New +$3.14K ﹤0.01% 1700

Other funds holding ESPR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return
ACM
Altium Capital Management New York $47.5M AUM 115.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CH
CVI Holdings Wilmington, Delaware $116M AUM 5.68% 1-Year Est. Return

Next Financial Group's ESPR Position: Q4 2021 in Review

Next Financial Group held its Esperion Therapeutics (ESPR) position steady in Q4 2021 at 400 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2599.

Next Financial Group first reported a position in ESPR in Q3 2015 and has held it in 16 quarters since. The position peaked at $24K in Q4 2019. 133 funds tracked by Wall St. Rank hold ESPR as of Q4 2021.

  • Next Financial Group held 400 shares of Esperion Therapeutics worth $2K as of Q4 2021.
  • Next Financial Group left its Esperion Therapeutics share count unchanged in Q4 2021.
  • Esperion Therapeutics made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2599 holding.
  • Next Financial Group first reported a position in Esperion Therapeutics in Q3 2015 and has held it in 16 quarters since.
  • Next Financial Group's Esperion Therapeutics position peaked at $24K in Q4 2019.
  • 133 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.