BFSG LLC’s Phathom Pharmaceuticals PHAT Stock Holding History

BFSG LLC’s Portfolio PHAT Stock Details PHAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-300	Closed	-$2.44K	–	699
2024 Q4	$2.44K	Hold	300	–	–	﹤0.01%	601
2024 Q3	$5.42K	Hold	300	–	–	﹤0.01%	537
2024 Q2	$3.09K	Hold	300	–	–	﹤0.01%	551
2024 Q1	$3.19K	Hold	300	–	–	﹤0.01%	572
2023 Q4	$2.74K	Buy	+300	New	+$2.58K	﹤0.01%	531

Other funds holding PHAT

FLSM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

MVM

Medicxi Ventures Management St. Helier, Jersey $982M AUM 210.17% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

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

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

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BFSG LLC's PHAT Position: Q1 2025 in Review

BFSG LLC sold out of Phathom Pharmaceuticals (PHAT) in Q1 2025, closing a stake of 300 shares — an estimated $2.44K sold.

BFSG LLC first reported a position in PHAT in Q4 2023 and held it in 5 quarters. The position peaked at $5.42K in Q3 2024. 137 funds tracked by Wall St. Rank hold PHAT as of Q1 2025.

BFSG LLC reported no remaining Phathom Pharmaceuticals position as of Q1 2025 after selling out during the quarter.
BFSG LLC sold 300 Phathom Pharmaceuticals shares in Q1 2025, an estimated $2.44K.
BFSG LLC first reported a position in Phathom Pharmaceuticals in Q4 2023 and held it in 5 quarters.
BFSG LLC's Phathom Pharmaceuticals position peaked at $5.42K in Q3 2024.
137 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q1 2025.

Based on BFSG LLC's 13F filing for Q1 2025, filed 18 Apr 2025.