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AWM
AE Wealth Management’s
Perspective Therapeutics
CATX
Stock Holding History
AE Wealth Management’s Portfolio
CATX Stock Details
CATX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-1,085
Closed
-$6.79K
–
1272
2023
Q4
$6.79K
Buy
+1,085
New
+$3.05K
﹤0.01%
2030
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OCA
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SFM
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HBT
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$2.07B AUM
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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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