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Powell Investment Advisors’s Xeris Biopharma Holdings XERS Stock Holding History

Powell Investment Advisors’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
2025
Q1 		– Sell
-25,000
Closed -$84.8K – 162
2024
Q4 		$84.8K Sell
25,000
-25,610
-51% -$82.4K 0.04% 137
2024
Q3 		$144K Buy
50,610
+610
+1% +$1.57K 0.07% 125
2024
Q2 		$113K Buy
+50,000
New +$101K 0.06% 129
2021
Q3 		– Sell
-20,000
Closed -$81K – 130
2021
Q2 		$81K Buy
+20,000
New +$76.3K 0.05% 114

Other funds holding XERS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Powell Investment Advisors's XERS Position: Q1 2025 in Review

Powell Investment Advisors sold out of Xeris Biopharma Holdings (XERS) in Q1 2025, closing a stake of 25,000 shares — an estimated $84.8K sold.

Powell Investment Advisors first reported a position in XERS in Q2 2021 and held it in 4 quarters. The position peaked at $144K in Q3 2024. 199 funds tracked by Wall St. Rank hold XERS as of Q1 2025.

  • Powell Investment Advisors reported no remaining Xeris Biopharma Holdings position as of Q1 2025 after selling out during the quarter.
  • Powell Investment Advisors sold 25,000 Xeris Biopharma Holdings shares in Q1 2025, an estimated $84.8K.
  • Powell Investment Advisors first reported a position in Xeris Biopharma Holdings in Q2 2021 and held it in 4 quarters.
  • Powell Investment Advisors's Xeris Biopharma Holdings position peaked at $144K in Q3 2024.
  • 199 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q1 2025.

Based on Powell Investment Advisors's 13F filing for Q1 2025, filed 9 May 2025.