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Evolution Wealth Advisors’s Phathom Pharmaceuticals PHAT Stock Holding History

Evolution Wealth 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
2021
Q4 		– Sell
-114
Closed -$4K – 500
2021
Q3 		$4K Sell
114
-174
-60% -$5.78K ﹤0.01% 571
2021
Q2 		$10K Hold
288
– – ﹤0.01% 412
2021
Q1 		$11K Buy
288
+24
+9% +$1K ﹤0.01% 402
2020
Q4 		$9K Buy
+264
New +$10.7K ﹤0.01% 364

Other funds holding PHAT

FM
Frazier Management Seattle, Washington $1.12M AUM 151.58% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
A
Abingworth London, United Kingdom $307M AUM 93.47% 1-Year Est. Return

Evolution Wealth Advisors's PHAT Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Phathom Pharmaceuticals (PHAT) in Q4 2021, closing a stake of 114 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in PHAT in Q4 2020 and held it in 4 quarters. The position peaked at $11K in Q1 2021. 83 funds tracked by Wall St. Rank hold PHAT as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Phathom Pharmaceuticals position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 114 Phathom Pharmaceuticals shares in Q4 2021, an estimated $4K.
  • Evolution Wealth Advisors first reported a position in Phathom Pharmaceuticals in Q4 2020 and held it in 4 quarters.
  • Evolution Wealth Advisors's Phathom Pharmaceuticals position peaked at $11K in Q1 2021.
  • 83 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.