HL
PHAT icon

HeadInvest LLC’s Phathom Pharmaceuticals PHAT Stock Holding History

HeadInvest LLC’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
2023
Q4 		– Sell
-882
Closed -$8.95K – 556
2023
Q3 		$8.95K Buy
+882
New +$12.1K ﹤0.01% 567

Other funds holding PHAT

FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
TPC
Takeda Pharmaceutical Company Tokyo, Japan $16.4M AUM 195.92% 1-Year Est. Return
MVM
Medicxi Ventures Management St. Helier, Jersey $982M AUM 210.17% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 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

HeadInvest LLC's PHAT Position: Q4 2023 in Review

HeadInvest LLC sold out of Phathom Pharmaceuticals (PHAT) in Q4 2023, closing a stake of 882 shares — an estimated $8.95K sold.

HeadInvest LLC first reported a position in PHAT in Q3 2023 and held it in 1 quarter. The position peaked at $8.95K in Q3 2023. 117 funds tracked by Wall St. Rank hold PHAT as of Q4 2023.

  • HeadInvest LLC reported no remaining Phathom Pharmaceuticals position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 882 Phathom Pharmaceuticals shares in Q4 2023, an estimated $8.95K.
  • HeadInvest LLC first reported a position in Phathom Pharmaceuticals in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's Phathom Pharmaceuticals position peaked at $8.95K in Q3 2023.
  • 117 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.