CA
PHAT icon

Crewe Advisors’s Phathom Pharmaceuticals PHAT Stock Holding History

Crewe 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
2023
Q2 		– Sell
-107
Closed -$764 – 979
2023
Q1 		$764 Hold
107
– – ﹤0.01% 768
2022
Q4 		$1.2K Hold
107
– – ﹤0.01% 904
2022
Q3 		$1K Hold
107
– – ﹤0.01% 1180
2022
Q2 		$1K Buy
+107
New +$1.1K ﹤0.01% 1095

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
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

Crewe Advisors's PHAT Position: Q2 2023 in Review

Crewe Advisors sold out of Phathom Pharmaceuticals (PHAT) in Q2 2023, closing a stake of 107 shares — an estimated $764 sold.

Crewe Advisors first reported a position in PHAT in Q2 2022 and held it in 4 quarters. The position peaked at $1.2K in Q4 2022. 103 funds tracked by Wall St. Rank hold PHAT as of Q2 2023.

  • Crewe Advisors reported no remaining Phathom Pharmaceuticals position as of Q2 2023 after selling out during the quarter.
  • Crewe Advisors sold 107 Phathom Pharmaceuticals shares in Q2 2023, an estimated $764.
  • Crewe Advisors first reported a position in Phathom Pharmaceuticals in Q2 2022 and held it in 4 quarters.
  • Crewe Advisors's Phathom Pharmaceuticals position peaked at $1.2K in Q4 2022.
  • 103 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2023.

Based on Crewe Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.