Institute for Wealth Management’s CATALENT, INC. CTLT Stock Holding History

Institute for Wealth Management’s Portfolio CTLT Stock Details CTLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,675	Closed	-$283K	–	569
2024 Q3	$283K	Hold	4,675	–	–	0.04%	426
2024 Q2	$263K	Hold	4,675	–	–	0.04%	416
2024 Q1	$264K	Hold	4,675	–	–	0.03%	418
2023 Q4	$210K	Hold	4,675	–	–	0.03%	451
2023 Q3	$213K	Hold	4,675	–	–	0.04%	423
2023 Q2	$203K	Hold	4,675	–	–	0.03%	443
2023 Q1	$307K	Hold	4,675	–	–	0.06%	344
2022 Q4	$210K	Buy	+4,675	New	+$254K	0.04%	417

Other funds holding CTLT

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EBA

Eagle Bay Advisors New York $134M AUM 30.07% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Institute for Wealth Management's CTLT Position: Q4 2024 in Review

Institute for Wealth Management sold out of CATALENT, INC. (CTLT) in Q4 2024, closing a stake of 4,675 shares — an estimated $283K sold.

Institute for Wealth Management first reported a position in CTLT in Q4 2022 and held it in 8 quarters. The position peaked at $307K in Q1 2023. 6 funds tracked by Wall St. Rank hold CTLT as of Q4 2024.

Institute for Wealth Management reported no remaining CATALENT, INC. position as of Q4 2024 after selling out during the quarter.
Institute for Wealth Management sold 4,675 CATALENT, INC. shares in Q4 2024, an estimated $283K.
Institute for Wealth Management first reported a position in CATALENT, INC. in Q4 2022 and held it in 8 quarters.
Institute for Wealth Management's CATALENT, INC. position peaked at $307K in Q1 2023.
6 funds tracked by Wall St. Rank held CATALENT, INC. as of Q4 2024.

Based on Institute for Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.