SW
ESPR

Simplicity Wealth’s Esperion Therapeutics ESPR Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-16,395
Closed -$36.4K – 707
2024
Q2 		$36.4K Hold
16,395
– – ﹤0.01% 1216
2024
Q1 		$43.9K Buy
+16,395
New +$39.8K ﹤0.01% 1153

Other funds holding ESPR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Simplicity Wealth's ESPR Position: Q3 2024 in Review

Simplicity Wealth sold out of Esperion Therapeutics (ESPR) in Q3 2024, closing a stake of 16,395 shares — an estimated $36.4K sold.

Simplicity Wealth first reported a position in ESPR in Q1 2024 and held it in 2 quarters. The position peaked at $43.9K in Q1 2024. 183 funds tracked by Wall St. Rank hold ESPR as of Q3 2024.

  • Simplicity Wealth reported no remaining Esperion Therapeutics position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 16,395 Esperion Therapeutics shares in Q3 2024, an estimated $36.4K.
  • Simplicity Wealth first reported a position in Esperion Therapeutics in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Esperion Therapeutics position peaked at $43.9K in Q1 2024.
  • 183 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.