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Bourne Lent Asset Management’s Catheter Precision VTAK Stock Holding History

Bourne Lent Asset Management’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
-4
Closed -$4K – 64
2022
Q3 		$4K Hold
4
– – ﹤0.01% 58
2022
Q2 		$12K Hold
4
– – ﹤0.01% 61
2022
Q1 		$15K Buy
+4
New +$27.2K ﹤0.01% 61
2020
Q4 		– Sell
-1
Closed -$61K – 62
2020
Q3 		$61K Hold
1
– – 0.02% 55
2020
Q2 		$104K Hold
1
– – 0.04% 53
2020
Q1 		$230K Hold
1
– – 0.12% 47
2019
Q4 		$202K Buy
+1
New +$305K 0.1% 59
2019
Q3 		– Hold
0
– – – 57

Other funds holding VTAK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $564B 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 $443M AUM 14.48% 1-Year Est. Return