Financial Gravity Asset Management’s Reata Pharmaceuticals, Inc. Class A Common Stock RETA Stock Holding History

Financial Gravity Asset Management’s Portfolio RETA Stock Details RETA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-102	Closed	-$50	–	1835
2023 Q2	$50	Buy	102 +11	+12%	+$1.04K	﹤0.01%	1396
2023 Q1	$14	Buy	91 +53	+139%	+$3.11K	﹤0.01%	829
2022 Q4	$19	Sell	38 -12	-24%	-$413	﹤0.01%	1328
2022 Q3	$4	Buy	+50	New	+$1.39K	﹤0.01%	796
2021 Q3	–	Hold	0	–	–	–	352
2021 Q2	–	Hold	0	–	–	–	255

Other funds holding RETA

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Financial Gravity Asset Management's RETA Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of Reata Pharmaceuticals, Inc. Class A Common Stock (RETA) in Q3 2023, closing a stake of 102 shares — an estimated $50 sold.

Financial Gravity Asset Management first reported a position in RETA in Q3 2022 and held it in 4 quarters. The position peaked at $50 in Q2 2023. 2 funds tracked by Wall St. Rank hold RETA as of Q3 2023.

Financial Gravity Asset Management reported no remaining Reata Pharmaceuticals, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 102 Reata Pharmaceuticals, Inc. Class A Common Stock shares in Q3 2023, an estimated $50.
Financial Gravity Asset Management first reported a position in Reata Pharmaceuticals, Inc. Class A Common Stock in Q3 2022 and held it in 4 quarters.
Financial Gravity Asset Management's Reata Pharmaceuticals, Inc. Class A Common Stock position peaked at $50 in Q2 2023.
2 funds tracked by Wall St. Rank held Reata Pharmaceuticals, Inc. Class A Common Stock as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.