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Arkadios Wealth Advisors’s Perspective Therapeutics CATX Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-50
Closed – – 753
2021
Q3 		$0 Hold
50
– – ﹤0.01% 1883
2021
Q2 		$0 Hold
50
– – ﹤0.01% 1950
2021
Q1 		$0 Buy
+50
New +$755 ﹤0.01% 1649

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HPWM
Highland Private Wealth Management Bellevue, Washington $620M AUM 18.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arkadios Wealth Advisors's CATX Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Perspective Therapeutics (CATX) in Q4 2021, closing a stake of 50 shares.

Arkadios Wealth Advisors first reported a position in CATX in Q1 2021 and held it in 3 quarters. The position peaked at $0 in Q3 2021. 45 funds tracked by Wall St. Rank hold CATX as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Perspective Therapeutics position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 50 Perspective Therapeutics shares in Q4 2021.
  • Arkadios Wealth Advisors first reported a position in Perspective Therapeutics in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Perspective Therapeutics position peaked at $0 in Q3 2021.
  • 45 funds tracked by Wall St. Rank held Perspective Therapeutics as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.