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 – 3050
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% 2780
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 $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.17B AUM 92.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

Sowell Financial Services's AERI Position: Q2 2021 in Review

Sowell Financial Services sold out of Aerie Pharmaceuticals (AERI) in Q2 2021, closing a stake of 133 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in AERI in Q4 2019 and held it in 6 quarters. The position peaked at $2K in Q1 2021. 142 funds tracked by Wall St. Rank hold AERI as of Q2 2021.

  • Sowell Financial Services reported no remaining Aerie Pharmaceuticals position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 133 Aerie Pharmaceuticals shares in Q2 2021, an estimated $2K.
  • Sowell Financial Services first reported a position in Aerie Pharmaceuticals in Q4 2019 and held it in 6 quarters.
  • Sowell Financial Services's Aerie Pharmaceuticals position peaked at $2K in Q1 2021.
  • 142 funds tracked by Wall St. Rank held Aerie Pharmaceuticals as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.