IA
ITRM

IFP Advisors’s Iterum Therapeutics ITRM Stock Holding History

IFP Advisors’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
2023
Q1 		– Sell
-399
Closed -$3K – 3920
2022
Q4 		$3K Sell
399
-5,601
-93% -$7.97K ﹤0.01% 4020
2022
Q3 		$72K Buy
6,000
+5,600
+1,400% +$17K ﹤0.01% 2099
2022
Q2 		$72K Hold
400
– – ﹤0.01% 1908
2022
Q1 		$72K Buy
400
+267
+201% +$1.54K ﹤0.01% 1908
2021
Q4 		$1K Hold
133
– – ﹤0.01% 3033
2021
Q3 		$1K Hold
133
– – ﹤0.01% 3046
2021
Q2 		$5K Buy
133
+66
+99% +$1.43K ﹤0.01% 2469
2021
Q1 		$1K Hold
67
– – ﹤0.01% 2832
2020
Q4 		$1K Buy
+67
New +$784 ﹤0.01% 2771

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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IFP Advisors's ITRM Position: Q1 2023 in Review

IFP Advisors sold out of Iterum Therapeutics (ITRM) in Q1 2023, closing a stake of 399 shares — an estimated $3K sold.

IFP Advisors first reported a position in ITRM in Q4 2020 and held it in 9 quarters. The position peaked at $72K in Q3 2022. 17 funds tracked by Wall St. Rank hold ITRM as of Q1 2023.

  • IFP Advisors reported no remaining Iterum Therapeutics position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 399 Iterum Therapeutics shares in Q1 2023, an estimated $3K.
  • IFP Advisors first reported a position in Iterum Therapeutics in Q4 2020 and held it in 9 quarters.
  • IFP Advisors's Iterum Therapeutics position peaked at $72K in Q3 2022.
  • 17 funds tracked by Wall St. Rank held Iterum Therapeutics as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.