Fidelity Investments’s Alpha Tau Medical DRTS Stock Holding History

Fidelity Investments’s Portfolio DRTS Stock Details DRTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-362,046	Closed	-$1.04M	–	5422
2023 Q1	$1.04M	Hold	362,046	–	–	﹤0.01%	2517
2022 Q4	$1.15M	Buy	362,046 +20,167	+6%	+$83.5K	﹤0.01%	2504
2022 Q3	$2M	Buy	341,879 +33,301	+11%	+$294K	﹤0.01%	2424
2022 Q2	$2.78M	Hold	308,578	–	–	﹤0.01%	2401
2022 Q1	$3.64M	Buy	+308,578	New	+$3.63M	﹤0.01%	2443

Other funds holding DRTS

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CCP

Corbin Capital Partners New York $61.3M AUM 53.03% 1-Year Est. Return

ACM

Atalaya Capital Management New York $45M AUM 3.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GSC

Grey Street Capital Chicago, Illinois $739M AUM 50.4% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

CWM

Circle Wealth Management Summit, New Jersey $7.96B AUM 30.85% 1-Year Est. Return

Fidelity Investments's DRTS Position: Q2 2023 in Review

Fidelity Investments sold out of Alpha Tau Medical (DRTS) in Q2 2023, closing a stake of 362,046 shares — an estimated $1.04M sold.

Fidelity Investments first reported a position in DRTS in Q1 2022 and held it in 5 quarters. The position peaked at $3.64M in Q1 2022. 20 funds tracked by Wall St. Rank hold DRTS as of Q2 2023.

Fidelity Investments reported no remaining Alpha Tau Medical position as of Q2 2023 after selling out during the quarter.
Fidelity Investments sold 362,046 Alpha Tau Medical shares in Q2 2023, an estimated $1.04M.
Fidelity Investments first reported a position in Alpha Tau Medical in Q1 2022 and held it in 5 quarters.
Fidelity Investments's Alpha Tau Medical position peaked at $3.64M in Q1 2022.
20 funds tracked by Wall St. Rank held Alpha Tau Medical as of Q2 2023.

Based on Fidelity Investments's 13F filing for Q2 2023, filed 11 Aug 2023.