CPA
STXS icon

Compass Planning Associates’s Stereotaxis STXS Stock Holding History

Compass Planning Associates’s Portfolio STXS Stock Details STXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-244
Closed -$517 – 109
2025
Q2 		$517 Hold
244
– – ﹤0.01% 124
2025
Q1 		$429 Hold
244
– – ﹤0.01% 131
2024
Q4 		$556 Buy
+244
New +$510 ﹤0.01% 135

Other funds holding STXS

DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return
LIM
Lagoda Investment Management New York $162M AUM 49.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

Compass Planning Associates's STXS Position: Q3 2025 in Review

Compass Planning Associates sold out of Stereotaxis (STXS) in Q3 2025, closing a stake of 244 shares — an estimated $517 sold.

Compass Planning Associates first reported a position in STXS in Q4 2024 and held it in 3 quarters. The position peaked at $556 in Q4 2024. 104 funds tracked by Wall St. Rank hold STXS as of Q3 2025.

  • Compass Planning Associates reported no remaining Stereotaxis position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 244 Stereotaxis shares in Q3 2025, an estimated $517.
  • Compass Planning Associates first reported a position in Stereotaxis in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's Stereotaxis position peaked at $556 in Q4 2024.
  • 104 funds tracked by Wall St. Rank held Stereotaxis as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.