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Avantax Advisory Services’s Perspective Therapeutics CATX Stock Holding History

Avantax Advisory Services’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
2020
Q4 		– Sell
-5,000
Closed -$29K – 990
2020
Q3 		$29K Buy
+5,000
New +$32.6K ﹤0.01% 1350

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HPWM
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CWM
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PCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VF
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AFM
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BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Avantax Advisory Services's CATX Position: Q4 2020 in Review

Avantax Advisory Services sold out of Perspective Therapeutics (CATX) in Q4 2020, closing a stake of 5,000 shares — an estimated $29K sold.

Avantax Advisory Services first reported a position in CATX in Q3 2020 and held it in 1 quarter. The position peaked at $29K in Q3 2020. 43 funds tracked by Wall St. Rank hold CATX as of Q4 2020.

  • Avantax Advisory Services reported no remaining Perspective Therapeutics position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 5,000 Perspective Therapeutics shares in Q4 2020, an estimated $29K.
  • Avantax Advisory Services first reported a position in Perspective Therapeutics in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Perspective Therapeutics position peaked at $29K in Q3 2020.
  • 43 funds tracked by Wall St. Rank held Perspective Therapeutics as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.