Patriot Financial Group Insurance Agency’s Esperion Therapeutics ESPR Stock Holding History

Patriot Financial Group Insurance Agency’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 Q1	–	Sell	-125	Closed	-$3K	–	2001
2020 Q4	$3K	Sell	125 -1,525	-92%	-$45.7K	﹤0.01%	1550
2020 Q3	$61K	Buy	1,650 +1,150	+230%	+$45.5K	0.02%	493
2020 Q2	$26K	Buy	500 +50	+11%	+$2.09K	0.01%	673
2020 Q1	$14K	Buy	450 +150	+50%	+$7.92K	0.01%	749
2019 Q4	$18K	Hold	300	–	–	0.01%	708
2019 Q3	$11K	Hold	300	–	–	﹤0.01%	779
2019 Q2	$14K	Hold	300	–	–	0.01%	729
2019 Q1	$12K	Hold	300	–	–	0.01%	666
2018 Q4	$14K	Buy	+300	New	+$14.5K	0.01%	546

Other funds holding ESPR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PIM

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ESPR Position: Q1 2021 in Review

Patriot Financial Group Insurance Agency sold out of Esperion Therapeutics (ESPR) in Q1 2021, closing a stake of 125 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in ESPR in Q4 2018 and held it in 9 quarters. The position peaked at $61K in Q3 2020. 155 funds tracked by Wall St. Rank hold ESPR as of Q1 2021.

Patriot Financial Group Insurance Agency reported no remaining Esperion Therapeutics position as of Q1 2021 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 125 Esperion Therapeutics shares in Q1 2021, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in Esperion Therapeutics in Q4 2018 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's Esperion Therapeutics position peaked at $61K in Q3 2020.
155 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q1 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2021, filed 29 Apr 2021.