ASN
ITRM

Advisory Services Network’s Iterum Therapeutics ITRM Stock Holding History

Advisory Services Network’s Portfolio ITRM Stock Details ITRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-78
Closed -$66 – 4080
2022
Q4 		$66 Buy
+78
New +$111 ﹤0.01% 3926
2021
Q3 		– Sell
-6
Closed – – 2340
2021
Q2 		$0 Buy
+6
New +$130 ﹤0.01% 3622

Other funds holding ITRM

NLVP
New Leaf Venture Partners New York $43M AUM 25.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisory Services Network's ITRM Position: Q1 2023 in Review

Advisory Services Network sold out of Iterum Therapeutics (ITRM) in Q1 2023, closing a stake of 78 shares — an estimated $66 sold.

Advisory Services Network first reported a position in ITRM in Q2 2021 and held it in 2 quarters. The position peaked at $66 in Q4 2022. 17 funds tracked by Wall St. Rank hold ITRM as of Q1 2023.

  • Advisory Services Network reported no remaining Iterum Therapeutics position as of Q1 2023 after selling out during the quarter.
  • Advisory Services Network sold 78 Iterum Therapeutics shares in Q1 2023, an estimated $66.
  • Advisory Services Network first reported a position in Iterum Therapeutics in Q2 2021 and held it in 2 quarters.
  • Advisory Services Network's Iterum Therapeutics position peaked at $66 in Q4 2022.
  • 17 funds tracked by Wall St. Rank held Iterum Therapeutics as of Q1 2023.

Based on Advisory Services Network's 13F filing for Q1 2023, filed 17 May 2023.