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Carolinas Wealth Consulting’s Perspective Therapeutics CATX Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-1,097
Closed -$2.34K – 127
2025
Q1 		$2.34K Hold
1,097
– – ﹤0.01% 769
2024
Q4 		$3.5K Hold
1,097
– – ﹤0.01% 697
2024
Q3 		$14.6K Hold
1,097
– – ﹤0.01% 515
2024
Q2 		$10.9K Buy
+1,097
New +$15.9K ﹤0.01% 543

Other funds holding CATX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NWMG
Nicholson Wealth Management Group Charlestown, South Carolina $170M AUM 10.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carolinas Wealth Consulting's CATX Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Perspective Therapeutics (CATX) in Q2 2025, closing a stake of 1,097 shares — an estimated $2.34K sold.

Carolinas Wealth Consulting first reported a position in CATX in Q2 2024 and held it in 4 quarters. The position peaked at $14.6K in Q3 2024. 97 funds tracked by Wall St. Rank hold CATX as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Perspective Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,097 Perspective Therapeutics shares in Q2 2025, an estimated $2.34K.
  • Carolinas Wealth Consulting first reported a position in Perspective Therapeutics in Q2 2024 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Perspective Therapeutics position peaked at $14.6K in Q3 2024.
  • 97 funds tracked by Wall St. Rank held Perspective Therapeutics as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.