CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Phathom Pharmaceuticals PHAT Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-99
Closed -$1K – 3469
2022
Q2 		$1K Buy
+99
New +$1.02K ﹤0.01% 4718
2022
Q1 		– Sell
-20
Closed – – 5078
2021
Q4 		$0 Sell
20
-5
-20% -$118 ﹤0.01% 4871
2021
Q3 		$1K Buy
+25
New +$831 ﹤0.01% 4468

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
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
A
Abingworth London, United Kingdom $307M AUM 93.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CAPTRUST Financial Advisors's PHAT Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Phathom Pharmaceuticals (PHAT) in Q3 2022, closing a stake of 99 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in PHAT in Q3 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 94 funds tracked by Wall St. Rank hold PHAT as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Phathom Pharmaceuticals position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 99 Phathom Pharmaceuticals shares in Q3 2022, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in Phathom Pharmaceuticals in Q3 2021 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's Phathom Pharmaceuticals position peaked at $1K in Q2 2022.
  • 94 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.