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Bard Associates’s Perspective Therapeutics CATX Stock Holding History

Bard Associates’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
2022
Q4 		– Sell
-66,770
Closed -$154K – 195
2022
Q3 		$154K Sell
66,770
-150
-0.2% -$513 0.07% 158
2022
Q2 		$207K Hold
66,920
– – 0.09% 155
2022
Q1 		$243K Buy
66,920
+5,000
+8% +$18.2K 0.09% 155
2021
Q4 		$240K Buy
61,920
+7,100
+13% +$37.9K 0.08% 159
2021
Q3 		$346K Buy
54,820
+1,080
+2% +$7.36K 0.12% 141
2021
Q2 		$429K Buy
53,740
+15,440
+40% +$135K 0.14% 129
2021
Q1 		$417K Buy
+38,300
New +$578K 0.15% 123

Other funds holding CATX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bard Associates's CATX Position: Q4 2022 in Review

Bard Associates sold out of Perspective Therapeutics (CATX) in Q4 2022, closing a stake of 66,770 shares — an estimated $154K sold.

Bard Associates first reported a position in CATX in Q1 2021 and held it in 7 quarters. The position peaked at $429K in Q2 2021. 48 funds tracked by Wall St. Rank hold CATX as of Q4 2022.

  • Bard Associates reported no remaining Perspective Therapeutics position as of Q4 2022 after selling out during the quarter.
  • Bard Associates sold 66,770 Perspective Therapeutics shares in Q4 2022, an estimated $154K.
  • Bard Associates first reported a position in Perspective Therapeutics in Q1 2021 and held it in 7 quarters.
  • Bard Associates's Perspective Therapeutics position peaked at $429K in Q2 2021.
  • 48 funds tracked by Wall St. Rank held Perspective Therapeutics as of Q4 2022.

Based on Bard Associates's 13F filing for Q4 2022, filed 10 Feb 2023.