DAS
CATX icon

Dynamic Advisor Solutions’s Perspective Therapeutics CATX Stock Holding History

Dynamic Advisor Solutions’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
2023
Q2 		– Sell
-4,000
Closed -$25.5K – 812
2023
Q1 		$25.5K Buy
+4,000
New +$16.3K ﹤0.01% 744

Other funds holding CATX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
OCM
Osterweis Capital Management San Francisco, California $1.94B AUM 20.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PIC
Portland Investment Counsel Burlington, Ontario, Canada $312M AUM 53.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return

Dynamic Advisor Solutions's CATX Position: Q2 2023 in Review

Dynamic Advisor Solutions sold out of Perspective Therapeutics (CATX) in Q2 2023, closing a stake of 4,000 shares — an estimated $25.5K sold.

Dynamic Advisor Solutions first reported a position in CATX in Q1 2023 and held it in 1 quarter. The position peaked at $25.5K in Q1 2023. 50 funds tracked by Wall St. Rank hold CATX as of Q2 2023.

  • Dynamic Advisor Solutions reported no remaining Perspective Therapeutics position as of Q2 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 4,000 Perspective Therapeutics shares in Q2 2023, an estimated $25.5K.
  • Dynamic Advisor Solutions first reported a position in Perspective Therapeutics in Q1 2023 and held it in 1 quarter.
  • Dynamic Advisor Solutions's Perspective Therapeutics position peaked at $25.5K in Q1 2023.
  • 50 funds tracked by Wall St. Rank held Perspective Therapeutics as of Q2 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.