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AE Wealth Management’s Perspective Therapeutics CATX Stock Holding History

AE Wealth Management’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
2024
Q1 		– Sell
-1,085
Closed -$6.79K – 1272
2023
Q4 		$6.79K Buy
+1,085
New +$3.05K ﹤0.01% 2030

Other funds holding CATX

DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
CC
Commodore Capital New York $1.68B AUM 375.52% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $1.11B AUM 866.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $767M AUM 119.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

AE Wealth Management's CATX Position: Q1 2024 in Review

AE Wealth Management sold out of Perspective Therapeutics (CATX) in Q1 2024, closing a stake of 1,085 shares — an estimated $6.79K sold.

AE Wealth Management first reported a position in CATX in Q4 2023 and held it in 1 quarter. The position peaked at $6.79K in Q4 2023. 103 funds tracked by Wall St. Rank hold CATX as of Q1 2024.

  • AE Wealth Management reported no remaining Perspective Therapeutics position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 1,085 Perspective Therapeutics shares in Q1 2024, an estimated $6.79K.
  • AE Wealth Management first reported a position in Perspective Therapeutics in Q4 2023 and held it in 1 quarter.
  • AE Wealth Management's Perspective Therapeutics position peaked at $6.79K in Q4 2023.
  • 103 funds tracked by Wall St. Rank held Perspective Therapeutics as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.