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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Deep Track Capital Greenwich, Connecticut $4.85B AUM 144% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return

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

Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return

Altium Capital Management New York $42M AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

CVI Holdings Wilmington, Delaware $116M AUM 5.68% 1-Year Est. Return