BerganKDV Wealth Management’s Perspective Therapeutics CATX Stock Holding History

BerganKDV Wealth Management’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
2023 Q2	$50.1K	Buy	+7,500	New	+$45.5K	0.01%	374

Other funds holding CATX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

OCM

Osterweis Capital Management San Francisco, California $1.94B AUM 20.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PIC

Portland Investment Counsel Burlington, Ontario, Canada $312M AUM 53.32% 1-Year Est. Return

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

BerganKDV Wealth Management's CATX Position: Q2 2023 in Review

BerganKDV Wealth Management opened a new position in Perspective Therapeutics (CATX) in Q2 2023: 7,500 shares worth $50.1K. The stake represents 0.01% of the portfolio and ranks #374 among its holdings.

50 funds tracked by Wall St. Rank hold CATX as of Q2 2023.

BerganKDV Wealth Management held 7,500 shares of Perspective Therapeutics worth $50.1K as of Q2 2023.
Perspective Therapeutics was a new BerganKDV Wealth Management position in Q2 2023.
Perspective Therapeutics made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #374 holding.
50 funds tracked by Wall St. Rank held Perspective Therapeutics as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.