E
PHAT icon

Ergoteles’s Phathom Pharmaceuticals PHAT Stock Holding History

Ergoteles’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
Q3 		– Sell
-18,300
Closed -$262K – 625
2023
Q2 		$262K Buy
+18,300
New +$211K 0.01% 800
2022
Q4 		– Sell
-14,378
Closed -$159K – 1781
2022
Q3 		$159K Buy
+14,378
New +$137K 0.01% 1259

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

Ergoteles's PHAT Position: Q3 2023 in Review

Ergoteles sold out of Phathom Pharmaceuticals (PHAT) in Q3 2023, closing a stake of 18,300 shares — an estimated $262K sold.

Ergoteles first reported a position in PHAT in Q3 2022 and held it in 2 quarters. The position peaked at $262K in Q2 2023. 110 funds tracked by Wall St. Rank hold PHAT as of Q3 2023.

  • Ergoteles reported no remaining Phathom Pharmaceuticals position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 18,300 Phathom Pharmaceuticals shares in Q3 2023, an estimated $262K.
  • Ergoteles first reported a position in Phathom Pharmaceuticals in Q3 2022 and held it in 2 quarters.
  • Ergoteles's Phathom Pharmaceuticals position peaked at $262K in Q2 2023.
  • 110 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.