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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
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FCM
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$15.3B AUM
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1-Year Est. Return
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$209B AUM
37.72%
1-Year Est. Return
DGM
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$3.77B AUM
307.72%
1-Year Est. Return
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$535B AUM
26.23%
1-Year Est. Return
AG
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Luxembourg
$1.01B AUM
29.84%
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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