WIA
XLRN

Wealthstreet Investment Advisors’s Acceleron Pharma XLRN Stock Holding History

Wealthstreet Investment Advisors’s Portfolio XLRN Stock Details XLRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-11,950
Closed -$1.62M – 354
2021
Q1 		$1.62M Sell
11,950
-8,000
-40% -$1.03M 0.16% 131
2020
Q4 		$2.55M Hold
19,950
– – 0.26% 89
2020
Q3 		$2.25M Hold
19,950
– – 0.25% 95
2020
Q2 		$1.9M Hold
19,950
– – 0.23% 94
2020
Q1 		$1.79M Hold
19,950
– – 0.27% 89
2019
Q4 		$1.06M Sell
19,950
-400
-2% -$18.2K 0.12% 146
2019
Q3 		$888K Hold
20,350
– – 0.11% 153
2019
Q2 		$836K Buy
20,350
+100
+0.5% +$4.14K 0.11% 164
2019
Q1 		$943K Buy
20,250
+1,300
+7% +$57.1K 0.12% 148
2018
Q4 		$740K Buy
18,950
+4,000
+27% +$200K 0.1% 164
2018
Q3 		$856K Buy
14,950
+300
+2% +$14.7K 0.11% 176
2018
Q2 		$711K Buy
14,650
+6,050
+70% +$220K 0.09% 191
2018
Q1 		$336K Hold
8,600
– – 0.04% 269
2017
Q4 		$365K Buy
+8,600
New +$323K 0.04% 262

Other funds holding XLRN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return

Wealthstreet Investment Advisors's XLRN Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Acceleron Pharma (XLRN) in Q2 2021, closing a stake of 11,950 shares — an estimated $1.62M sold.

Wealthstreet Investment Advisors first reported a position in XLRN in Q4 2017 and held it in 14 quarters. The position peaked at $2.55M in Q4 2020. 271 funds tracked by Wall St. Rank hold XLRN as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Acceleron Pharma position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 11,950 Acceleron Pharma shares in Q2 2021, an estimated $1.62M.
  • Wealthstreet Investment Advisors first reported a position in Acceleron Pharma in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Acceleron Pharma position peaked at $2.55M in Q4 2020.
  • 271 funds tracked by Wall St. Rank held Acceleron Pharma as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.