HWM
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HighMark Wealth Management’s Perspective Therapeutics CATX Stock Holding History

HighMark Wealth Management’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
2020
Q4 		– Sell
-1,000
Closed -$6K – 454
2020
Q3 		$6K Sell
1,000
-800
-44% -$5.21K 0.01% 288
2020
Q2 		$10K Hold
1,800
– – 0.01% 191
2020
Q1 		$9K Hold
1,800
– – 0.01% 155
2019
Q4 		$11K Buy
+1,800
New +$7.89K 0.01% 190

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HPWM
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VF
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AFM
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BCM
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HighMark Wealth Management's CATX Position: Q4 2020 in Review

HighMark Wealth Management sold out of Perspective Therapeutics (CATX) in Q4 2020, closing a stake of 1,000 shares — an estimated $6K sold.

HighMark Wealth Management first reported a position in CATX in Q4 2019 and held it in 4 quarters. The position peaked at $11K in Q4 2019. 43 funds tracked by Wall St. Rank hold CATX as of Q4 2020.

  • HighMark Wealth Management reported no remaining Perspective Therapeutics position as of Q4 2020 after selling out during the quarter.
  • HighMark Wealth Management sold 1,000 Perspective Therapeutics shares in Q4 2020, an estimated $6K.
  • HighMark Wealth Management first reported a position in Perspective Therapeutics in Q4 2019 and held it in 4 quarters.
  • HighMark Wealth Management's Perspective Therapeutics position peaked at $11K in Q4 2019.
  • 43 funds tracked by Wall St. Rank held Perspective Therapeutics as of Q4 2020.

Based on HighMark Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.