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SPIA
Steward Partners Investment Advisory’s
Esperion Therapeutics
ESPR
Stock Holding History
Steward Partners Investment Advisory’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
2026
Q1
$2.74K
Hold
1,000
–
–
﹤0.01%
3956
2025
Q4
$3.7K
Hold
1,000
–
–
﹤0.01%
3786
2025
Q3
$2.65K
Hold
1,000
–
–
﹤0.01%
3847
2025
Q2
$984
Hold
1,000
–
–
﹤0.01%
3864
2025
Q1
$1.44K
Hold
1,000
–
–
﹤0.01%
3708
2024
Q4
$2.2K
Hold
1,000
–
–
﹤0.01%
3613
2024
Q3
$1.65K
Hold
1,000
–
–
﹤0.01%
3464
2024
Q2
$2.22K
Buy
+1,000
New
+$2.35K
﹤0.01%
3265
2021
Q1
–
Sell
-1,100
Closed
-$29K
–
3443
2020
Q4
$29K
Sell
1,100
-850
-44%
-$25.5K
﹤0.01%
1923
2020
Q3
$72K
Buy
1,950
+450
+30%
+$17.8K
﹤0.01%
1342
2020
Q2
$77K
Hold
1,500
–
–
﹤0.01%
1250
2020
Q1
$47K
Sell
1,500
-600
-29%
-$31.7K
﹤0.01%
1284
2019
Q4
$125K
Sell
2,100
-650
-24%
-$29.2K
﹤0.01%
1035
2019
Q3
$100K
Sell
2,750
-800
-23%
-$31.7K
﹤0.01%
1089
2019
Q2
$165K
Buy
+3,550
New
+$167K
0.01%
874
2018
Q2
–
Sell
-100
Closed
-$7K
–
2470
2018
Q1
$7K
Hold
100
–
–
﹤0.01%
1687
2017
Q4
$6K
Buy
+100
New
+$5.38K
﹤0.01%
1459
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$5.7T AUM
30.48%
1-Year Est. Return
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$15.3B AUM
25.06%
1-Year Est. Return
TSC
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$2.17B AUM
169.27%
1-Year Est. Return
O
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New York
$4.59B AUM
125.28%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
Marshall Wace
London, United Kingdom
$93.4B AUM
35.1%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
D.E. Shaw & Co
New York
$127B AUM
43.98%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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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
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