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Colonial Trust Advisors’s Fathom Holdings FTHM Stock Holding History

Colonial Trust Advisors’s Portfolio FTHM Stock Details FTHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-47
Closed -$81 – 758
2024
Q2 		$81 Hold
47
– – ﹤0.01% 745
2024
Q1 		$94 Hold
47
– – ﹤0.01% 1008
2023
Q4 		$169 Hold
47
– – ﹤0.01% 877
2023
Q3 		$192 Hold
47
– – ﹤0.01% 873
2023
Q2 		$336 Hold
47
– – ﹤0.01% 855
2023
Q1 		$200 Hold
47
– – ﹤0.01% 865
2022
Q4 		$200 Buy
+47
New +$222 ﹤0.01% 869

Other funds holding FTHM

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Colonial Trust Advisors's FTHM Position: Q3 2024 in Review

Colonial Trust Advisors sold out of Fathom Holdings (FTHM) in Q3 2024, closing a stake of 47 shares — an estimated $81 sold.

Colonial Trust Advisors first reported a position in FTHM in Q4 2022 and held it in 7 quarters. The position peaked at $336 in Q2 2023. 33 funds tracked by Wall St. Rank hold FTHM as of Q3 2024.

  • Colonial Trust Advisors reported no remaining Fathom Holdings position as of Q3 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 47 Fathom Holdings shares in Q3 2024, an estimated $81.
  • Colonial Trust Advisors first reported a position in Fathom Holdings in Q4 2022 and held it in 7 quarters.
  • Colonial Trust Advisors's Fathom Holdings position peaked at $336 in Q2 2023.
  • 33 funds tracked by Wall St. Rank held Fathom Holdings as of Q3 2024.

Based on Colonial Trust Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.