GC
ITRM

Grimes & Company’s Iterum Therapeutics ITRM Stock Holding History

Grimes & Company’s Portfolio ITRM Stock Details ITRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-14,641
Closed -$24K – 302
2022
Q3 		$24K Buy
14,641
+2,681
+22% +$8.14K ﹤0.01% 268
2022
Q2 		$36K Buy
11,960
+208
+2% +$778 ﹤0.01% 270
2022
Q1 		$63K Buy
11,752
+1,963
+20% +$11.3K ﹤0.01% 295
2021
Q4 		$58K Sell
9,789
-805
-8% -$6.22K ﹤0.01% 296
2021
Q3 		$89K Buy
10,594
+842
+9% +$10.4K ﹤0.01% 296
2021
Q2 		$338K Buy
9,752
+1,443
+17% +$31.3K 0.01% 230
2021
Q1 		$176K Buy
8,309
+3,509
+73% +$83.5K 0.01% 270
2020
Q4 		$71K Buy
+4,800
New +$56.2K ﹤0.01% 263

Other funds holding ITRM

NLVP
New Leaf Venture Partners New York $43M AUM 25.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Grimes & Company's ITRM Position: Q4 2022 in Review

Grimes & Company sold out of Iterum Therapeutics (ITRM) in Q4 2022, closing a stake of 14,641 shares — an estimated $24K sold.

Grimes & Company first reported a position in ITRM in Q4 2020 and held it in 8 quarters. The position peaked at $338K in Q2 2021. 22 funds tracked by Wall St. Rank hold ITRM as of Q4 2022.

  • Grimes & Company reported no remaining Iterum Therapeutics position as of Q4 2022 after selling out during the quarter.
  • Grimes & Company sold 14,641 Iterum Therapeutics shares in Q4 2022, an estimated $24K.
  • Grimes & Company first reported a position in Iterum Therapeutics in Q4 2020 and held it in 8 quarters.
  • Grimes & Company's Iterum Therapeutics position peaked at $338K in Q2 2021.
  • 22 funds tracked by Wall St. Rank held Iterum Therapeutics as of Q4 2022.

Based on Grimes & Company's 13F filing for Q4 2022, filed 25 Jan 2023.