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Avantax Planning Partners’s Catheter Precision VTAK Stock Holding History

Avantax Planning Partners’s Portfolio VTAK Stock Details VTAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8
Closed -$9K – 379
2022
Q3 		$9K Hold
8
– – ﹤0.01% 343
2022
Q2 		$24K Buy
8
+6
+300% +$18.5K ﹤0.01% 336
2022
Q1 		$7K Hold
2
– – ﹤0.01% 358
2021
Q4 		$28K Buy
2
+1
+100% +$23.8K ﹤0.01% 349
2021
Q3 		$31K Buy
+1
New +$31.4K ﹤0.01% 335

Other funds holding VTAK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Avantax Planning Partners's VTAK Position: Q4 2022 in Review

Avantax Planning Partners sold out of Catheter Precision (VTAK) in Q4 2022, closing a stake of 8 shares — an estimated $9K sold.

Avantax Planning Partners first reported a position in VTAK in Q3 2021 and held it in 5 quarters. The position peaked at $31K in Q3 2021. 9 funds tracked by Wall St. Rank hold VTAK as of Q4 2022.

  • Avantax Planning Partners reported no remaining Catheter Precision position as of Q4 2022 after selling out during the quarter.
  • Avantax Planning Partners sold 8 Catheter Precision shares in Q4 2022, an estimated $9K.
  • Avantax Planning Partners first reported a position in Catheter Precision in Q3 2021 and held it in 5 quarters.
  • Avantax Planning Partners's Catheter Precision position peaked at $31K in Q3 2021.
  • 9 funds tracked by Wall St. Rank held Catheter Precision as of Q4 2022.

Based on Avantax Planning Partners's 13F filing for Q4 2022, filed 10 Feb 2023.