SFS
AERI

Sowell Financial Services’s Aerie Pharmaceuticals AERI Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-133
Closed -$2K – 3056
2021
Q1 		$2K Hold
133
– – ﹤0.01% 2874
2020
Q4 		$2K Hold
133
– – ﹤0.01% 2519
2020
Q3 		$2K Buy
133
+28
+27% +$341 ﹤0.01% 2299
2020
Q2 		$2K Buy
105
+74
+239% +$1.09K ﹤0.01% 2227
2020
Q1 		$0 Hold
31
– – ﹤0.01% 2792
2019
Q4 		$1K Buy
+31
New +$642 ﹤0.01% 2466

Other funds holding AERI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $950M 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return