Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
Sowell Financial Services’s
Esperion Therapeutics
ESPR
Stock Holding History
Sowell Financial Services’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
2021
Q2
–
Sell
-670
Closed
-$14K
–
1175
2021
Q1
$14K
Buy
670
+300
+81%
+$8.85K
﹤0.01%
2186
2020
Q4
$10K
Hold
370
–
–
﹤0.01%
2003
2020
Q3
$14K
Hold
370
–
–
﹤0.01%
1690
2020
Q2
$19K
Hold
370
–
–
﹤0.01%
1476
2020
Q1
$12K
Sell
370
-14
-4%
-$739
﹤0.01%
1553
2019
Q4
$23K
Hold
384
–
–
﹤0.01%
1384
2019
Q3
$14K
Buy
+384
New
+$15.2K
﹤0.01%
1409
Other funds holding ESPR
BG
Bellevue Group
Kuesnacht, Switzerland
$4.2B AUM
54.85%
1-Year Est. Return
WA
Wasatch Advisors
Salt Lake City, Utah
$15.3B AUM
25.06%
1-Year Est. Return
MG
Meditor Group
Hamilton, Bermuda
$48.1M AUM
38.67%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
PIM
Platinum Investment Management
Sydney Australia 2000, Australia
$397M AUM
63.96%
1-Year Est. Return
Marshall Wace
London, United Kingdom
$93.4B AUM
35.1%
1-Year Est. Return
RPAM
Rhenman & Partners Asset Management
Stockholm, Sweden
$810M AUM
30.2%
1-Year Est. Return
BC
Boxer Capital
San Diego, California
$2.04B AUM
108.39%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close