SIM
AERI

Sonora Investment Management’s Aerie Pharmaceuticals AERI Stock Holding History

Sonora Investment Management’s Portfolio AERI Stock Details AERI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-85
Closed -$1K – 1808
2020
Q3 		$1K Hold
85
– – ﹤0.01% 1742
2020
Q2 		$1K Buy
+85
New +$1.26K ﹤0.01% 1717

Other funds holding AERI

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CWG
C WorldWide Group Copenhagen, Denmark $4.15B AUM 13.14% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Sonora Investment Management's AERI Position: Q4 2020 in Review

Sonora Investment Management sold out of Aerie Pharmaceuticals (AERI) in Q4 2020, closing a stake of 85 shares — an estimated $1K sold.

Sonora Investment Management first reported a position in AERI in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2020. 150 funds tracked by Wall St. Rank hold AERI as of Q4 2020.

  • Sonora Investment Management reported no remaining Aerie Pharmaceuticals position as of Q4 2020 after selling out during the quarter.
  • Sonora Investment Management sold 85 Aerie Pharmaceuticals shares in Q4 2020, an estimated $1K.
  • Sonora Investment Management first reported a position in Aerie Pharmaceuticals in Q2 2020 and held it in 2 quarters.
  • Sonora Investment Management's Aerie Pharmaceuticals position peaked at $1K in Q3 2020.
  • 150 funds tracked by Wall St. Rank held Aerie Pharmaceuticals as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.