AF
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Advisornet Financial’s Perspective Therapeutics CATX Stock Holding History

Advisornet Financial’s Portfolio CATX Stock Details CATX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,456
Closed -$17K – 2017
2021
Q4 		$17K Buy
4,456
+201
+5% +$1.07K ﹤0.01% 1326
2021
Q3 		$27K Hold
4,255
– – ﹤0.01% 1166
2021
Q2 		$34K Buy
4,255
+1,182
+38% +$10.4K ﹤0.01% 1096
2021
Q1 		$34K Buy
3,073
+685
+29% +$10.3K ﹤0.01% 1046
2020
Q4 		$11K Hold
2,388
– – ﹤0.01% 1259
2020
Q3 		$14K Hold
2,388
– – ﹤0.01% 1183
2020
Q2 		$13K Hold
2,388
– – ﹤0.01% 1220
2020
Q1 		$13K Buy
+2,388
New +$18K ﹤0.01% 1190

Other funds holding CATX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return