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Pinnacle Wealth Planning Services’s Xeris Biopharma Holdings XERS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio XERS Stock Details XERS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-55
Closed – – 1983
2020
Q4 		$0 Buy
+55
New +$275 ﹤0.01% 2321

Other funds holding XERS

DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's XERS Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Xeris Biopharma Holdings (XERS) in Q1 2021, closing a stake of 55 shares.

Pinnacle Wealth Planning Services first reported a position in XERS in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 103 funds tracked by Wall St. Rank hold XERS as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Xeris Biopharma Holdings position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 55 Xeris Biopharma Holdings shares in Q1 2021.
  • Pinnacle Wealth Planning Services first reported a position in Xeris Biopharma Holdings in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Xeris Biopharma Holdings position peaked at $0 in Q4 2020.
  • 103 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.