IA
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IFP Advisors’s Perspective Therapeutics CATX Stock Holding History

IFP Advisors’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
2025
Q2 		– Hold
0
– – – 4071
2018
Q4 		– Sell
-625
Closed -$3K – 3551
2018
Q3 		$3K Hold
625
– – ﹤0.01% 3388
2018
Q2 		$3K Hold
625
– – ﹤0.01% 3456
2018
Q1 		$2K Hold
625
– – ﹤0.01% 3482
2017
Q4 		$2K Hold
625
– – ﹤0.01% 3533
2017
Q3 		$3K Hold
625
– – ﹤0.01% 3593
2017
Q2 		$4K Hold
625
– – ﹤0.01% 3484
2017
Q1 		$4K Hold
625
– – ﹤0.01% 3392
2016
Q4 		$4K Buy
+625
New +$3.82K ﹤0.01% 3375

Other funds holding CATX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NWMG
Nicholson Wealth Management Group Charlestown, South Carolina $171M AUM 10.38% 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