CWM
CATX icon

Congress Wealth Management’s Perspective Therapeutics CATX Stock Holding History

Congress Wealth Management’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
2024
Q2 		– Sell
-1,500
Closed -$17.9K – 714
2024
Q1 		$17.9K Hold
1,500
– – ﹤0.01% 576
2023
Q4 		$6.03K Hold
1,500
– – ﹤0.01% 606
2023
Q3 		$4.11K Hold
1,500
– – ﹤0.01% 599
2023
Q2 		$10K Buy
+1,500
New +$9.11K ﹤0.01% 551

Other funds holding CATX

CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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 $2.9T AUM 29.55% 1-Year Est. Return