Sowell Financial Services
ESPR icon

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 – 1174
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

Bellevue Group
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
RPAM
Rhenman & Partners Asset Management Stockholm, Sweden $1.06B AUM 52.03% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return

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

Sowell Financial Services sold out of Esperion Therapeutics (ESPR) in Q2 2021, closing a stake of 670 shares — an estimated $14K sold.

Sowell Financial Services first reported a position in ESPR in Q3 2019 and held it in 7 quarters. The position peaked at $23K in Q4 2019. 142 funds tracked by Wall St. Rank hold ESPR as of Q2 2021.

  • Sowell Financial Services reported no remaining Esperion Therapeutics position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 670 Esperion Therapeutics shares in Q2 2021, an estimated $14K.
  • Sowell Financial Services first reported a position in Esperion Therapeutics in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Esperion Therapeutics position peaked at $23K in Q4 2019.
  • 142 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q2 2021.

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