PWM
ESPR

Perigon Wealth Management’s Esperion Therapeutics ESPR Stock Holding History

Perigon Wealth Management’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
-1,375
Closed -$36K – 653
2020
Q4 		$36K Buy
+1,375
New +$41.2K ﹤0.01% 851
2018
Q2 		– Sell
-1,687
Closed -$122K – 349
2018
Q1 		$122K Buy
1,687
+30
+2% +$2.2K 0.04% 214
2017
Q4 		$109K Hold
1,657
– – 0.04% 190
2017
Q3 		$83K Buy
+1,657
New +$79.9K 0.03% 278

Other funds holding ESPR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Perigon Wealth Management's ESPR Position: Q1 2021 in Review

Perigon Wealth Management sold out of Esperion Therapeutics (ESPR) in Q1 2021, closing a stake of 1,375 shares — an estimated $36K sold.

Perigon Wealth Management first reported a position in ESPR in Q3 2017 and held it in 4 quarters. The position peaked at $122K in Q1 2018. 155 funds tracked by Wall St. Rank hold ESPR as of Q1 2021.

  • Perigon Wealth Management reported no remaining Esperion Therapeutics position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 1,375 Esperion Therapeutics shares in Q1 2021, an estimated $36K.
  • Perigon Wealth Management first reported a position in Esperion Therapeutics in Q3 2017 and held it in 4 quarters.
  • Perigon Wealth Management's Esperion Therapeutics position peaked at $122K in Q1 2018.
  • 155 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.