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Amplius Wealth Advisors’s Phathom Pharmaceuticals PHAT Stock Holding History

Amplius Wealth Advisors’s Portfolio PHAT Stock Details PHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-660
Closed -$12K – 699
2021
Q4 		$12K Buy
+660
New +$15.5K ﹤0.01% 574

Other funds holding PHAT

FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
MVM
Medicxi Ventures Management St. Helier, Jersey $982M AUM 210.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
A
Abingworth London, United Kingdom $307M AUM 93.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Amplius Wealth Advisors's PHAT Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Phathom Pharmaceuticals (PHAT) in Q1 2022, closing a stake of 660 shares — an estimated $12K sold.

Amplius Wealth Advisors first reported a position in PHAT in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 82 funds tracked by Wall St. Rank hold PHAT as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Phathom Pharmaceuticals position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 660 Phathom Pharmaceuticals shares in Q1 2022, an estimated $12K.
  • Amplius Wealth Advisors first reported a position in Phathom Pharmaceuticals in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Phathom Pharmaceuticals position peaked at $12K in Q4 2021.
  • 82 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.