DY
VTAK icon

Dowling & Yahnke’s Catheter Precision VTAK Stock Holding History

Dowling & Yahnke’s Portfolio VTAK Stock Details VTAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7
Closed -$21K – 387
2022
Q2 		$21K Hold
7
– – ﹤0.01% 372
2022
Q1 		$27K Hold
7
– – ﹤0.01% 373
2021
Q4 		$107K Hold
7
– – 0.01% 371
2021
Q3 		$215K Hold
7
– – 0.01% 351
2021
Q2 		$299K Hold
7
– – 0.02% 308
2021
Q1 		$319K Buy
+7
New +$458K 0.02% 287
2020
Q1 		– Hold
0
– -$41K – 384
2019
Q4 		– Hold
0
– – – 324
2019
Q3 		– Hold
0
– – – 302
2019
Q2 		– Hold
0
– – – 292

Other funds holding VTAK

SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SSG
Summit Securities Group New York $1.05B AUM 36.17% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dowling & Yahnke's VTAK Position: Q3 2022 in Review

Dowling & Yahnke sold out of Catheter Precision (VTAK) in Q3 2022, closing a stake of 7 shares — an estimated $21K sold.

Dowling & Yahnke first reported a position in VTAK in Q1 2021 and held it in 6 quarters. The position peaked at $319K in Q1 2021. 17 funds tracked by Wall St. Rank hold VTAK as of Q3 2022.

  • Dowling & Yahnke reported no remaining Catheter Precision position as of Q3 2022 after selling out during the quarter.
  • Dowling & Yahnke sold 7 Catheter Precision shares in Q3 2022, an estimated $21K.
  • Dowling & Yahnke first reported a position in Catheter Precision in Q1 2021 and held it in 6 quarters.
  • Dowling & Yahnke's Catheter Precision position peaked at $319K in Q1 2021.
  • 17 funds tracked by Wall St. Rank held Catheter Precision as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.