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Curi Wealth Management’s Phathom Pharmaceuticals PHAT Stock Holding History

Curi Wealth Management’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
2022
Q4 		– Sell
-45,000
Closed -$499K – 200
2022
Q3 		$499K Buy
+45,000
New +$429K 0.08% 102

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
A
Abingworth London, United Kingdom $307M AUM 93.47% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Curi Wealth Management's PHAT Position: Q4 2022 in Review

Curi Wealth Management sold out of Phathom Pharmaceuticals (PHAT) in Q4 2022, closing a stake of 45,000 shares — an estimated $499K sold.

Curi Wealth Management first reported a position in PHAT in Q3 2022 and held it in 1 quarter. The position peaked at $499K in Q3 2022. 87 funds tracked by Wall St. Rank hold PHAT as of Q4 2022.

  • Curi Wealth Management reported no remaining Phathom Pharmaceuticals position as of Q4 2022 after selling out during the quarter.
  • Curi Wealth Management sold 45,000 Phathom Pharmaceuticals shares in Q4 2022, an estimated $499K.
  • Curi Wealth Management first reported a position in Phathom Pharmaceuticals in Q3 2022 and held it in 1 quarter.
  • Curi Wealth Management's Phathom Pharmaceuticals position peaked at $499K in Q3 2022.
  • 87 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q4 2022.

Based on Curi Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.