GVAG
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Great Valley Advisor Group’s Perspective Therapeutics CATX Stock Holding History

Great Valley Advisor Group’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
2024
Q2 		– Sell
-1,200
Closed -$14.3K – 783
2024
Q1 		$14.3K Hold
1,200
– – ﹤0.01% 747
2023
Q4 		$4.82K Hold
1,200
– – ﹤0.01% 710
2023
Q3 		$3.28K Hold
1,200
– – ﹤0.01% 675
2023
Q2 		$8.02K Hold
1,200
– – ﹤0.01% 700
2023
Q1 		$7.66K Hold
1,200
– – ﹤0.01% 694
2022
Q4 		$2.96K Hold
1,200
– – ﹤0.01% 696
2022
Q3 		$3K Hold
1,200
– – ﹤0.01% 672
2022
Q2 		$4K Buy
+1,200
New +$3.67K ﹤0.01% 672

Other funds holding CATX

CC
Commodore Capital New York $1.73B AUM 298.96% 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 $5.7T AUM 30.48% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return