WAM
AERI

Wealthspire Advisors (Maryland)’s Aerie Pharmaceuticals AERI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-403
Closed -$19K – 2264
2019
Q1 		$19K Buy
+403
New +$17.7K ﹤0.01% 1306

Other funds holding AERI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
FCMI
Foresite Capital Management III Larkspur, California $37.9M AUM 6.87% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
FCMI
Foresite Capital Management II Larkspur, California $29.2M AUM 44.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCM
Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AERI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Aerie Pharmaceuticals (AERI) in Q2 2019, closing a stake of 403 shares — an estimated $19K sold.

Wealthspire Advisors (Maryland) first reported a position in AERI in Q1 2019 and held it in 1 quarter. The position peaked at $19K in Q1 2019. 167 funds tracked by Wall St. Rank hold AERI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Aerie Pharmaceuticals position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 403 Aerie Pharmaceuticals shares in Q2 2019, an estimated $19K.
  • Wealthspire Advisors (Maryland) first reported a position in Aerie Pharmaceuticals in Q1 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Aerie Pharmaceuticals position peaked at $19K in Q1 2019.
  • 167 funds tracked by Wall St. Rank held Aerie Pharmaceuticals as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.