SW
XERS icon

Simplicity Wealth’s Xeris Biopharma Holdings XERS Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-12,156
Closed -$27.4K – 1236
2024
Q2 		$27.4K Buy
+12,156
New +$24.5K ﹤0.01% 1224

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
CC
Caxton Corporation Princeton, New Jersey $4.02M AUM 256.08% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 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
RA
Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Simplicity Wealth's XERS Position: Q3 2024 in Review

Simplicity Wealth sold out of Xeris Biopharma Holdings (XERS) in Q3 2024, closing a stake of 12,156 shares — an estimated $27.4K sold.

Simplicity Wealth first reported a position in XERS in Q2 2024 and held it in 1 quarter. The position peaked at $27.4K in Q2 2024. 144 funds tracked by Wall St. Rank hold XERS as of Q3 2024.

  • Simplicity Wealth reported no remaining Xeris Biopharma Holdings position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 12,156 Xeris Biopharma Holdings shares in Q3 2024, an estimated $27.4K.
  • Simplicity Wealth first reported a position in Xeris Biopharma Holdings in Q2 2024 and held it in 1 quarter.
  • Simplicity Wealth's Xeris Biopharma Holdings position peaked at $27.4K in Q2 2024.
  • 144 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q3 2024.

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