Heritage Wealth Advisors’s Catalyst Pharmaceutical CPRX Stock Holding History

Heritage Wealth Advisors’s Portfolio CPRX Stock Details CPRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,000	Closed	-$11.7K	–	569
2023 Q3	$11.7K	Hold	1,000	–	–	﹤0.01%	410
2023 Q2	$13.4K	Hold	1,000	–	–	﹤0.01%	423
2023 Q1	$16.6K	Hold	1,000	–	–	﹤0.01%	410
2022 Q4	$18.6K	Hold	1,000	–	–	﹤0.01%	417
2022 Q3	$12.8K	Hold	1,000	–	–	﹤0.01%	408
2022 Q2	$7K	Hold	1,000	–	–	﹤0.01%	478
2022 Q1	$8K	Buy	+1,000	New	+$7.07K	﹤0.01%	446

Other funds holding CPRX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Heritage Wealth Advisors's CPRX Position: Q4 2023 in Review

Heritage Wealth Advisors sold out of Catalyst Pharmaceutical (CPRX) in Q4 2023, closing a stake of 1,000 shares — an estimated $11.7K sold.

Heritage Wealth Advisors first reported a position in CPRX in Q1 2022 and held it in 7 quarters. The position peaked at $18.6K in Q4 2022. 259 funds tracked by Wall St. Rank hold CPRX as of Q4 2023.

Heritage Wealth Advisors reported no remaining Catalyst Pharmaceutical position as of Q4 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 1,000 Catalyst Pharmaceutical shares in Q4 2023, an estimated $11.7K.
Heritage Wealth Advisors first reported a position in Catalyst Pharmaceutical in Q1 2022 and held it in 7 quarters.
Heritage Wealth Advisors's Catalyst Pharmaceutical position peaked at $18.6K in Q4 2022.
259 funds tracked by Wall St. Rank held Catalyst Pharmaceutical as of Q4 2023.

Based on Heritage Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.