Lake Street Private Wealth’s Fathom Digital Manufacturing Corporation FATH Stock Holding History

Lake Street Private Wealth’s Portfolio FATH Stock Details FATH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-63,000	Closed	-$18.9K	–	321
2023 Q3	$18.9K	Buy	63,000 +59,850	+1,900%	+$560K	﹤0.01%	280
2023 Q2	$25.6K	Hold	3,150	–	–	﹤0.01%	282
2023 Q1	$34.2K	Buy	3,150 +1,250	+66%	+$29.2K	0.01%	278
2022 Q4	$50.2K	Buy	+1,900	New	+$83K	0.01%	273

Other funds holding FATH

SGA

Siguler Guff Advisers New York $56.1M AUM 46.63% 1-Year Est. Return

CFO

CVA Family Office Denver, Colorado $950M AUM 20.72% 1-Year Est. Return

KWM

Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return

BOCH

Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GWMI

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lake Street Private Wealth's FATH Position: Q4 2023 in Review

Lake Street Private Wealth sold out of Fathom Digital Manufacturing Corporation (FATH) in Q4 2023, closing a stake of 63,000 shares — an estimated $18.9K sold.

Lake Street Private Wealth first reported a position in FATH in Q4 2022 and held it in 4 quarters. The position peaked at $50.2K in Q4 2022. 21 funds tracked by Wall St. Rank hold FATH as of Q4 2023.

Lake Street Private Wealth reported no remaining Fathom Digital Manufacturing Corporation position as of Q4 2023 after selling out during the quarter.
Lake Street Private Wealth sold 63,000 Fathom Digital Manufacturing Corporation shares in Q4 2023, an estimated $18.9K.
Lake Street Private Wealth first reported a position in Fathom Digital Manufacturing Corporation in Q4 2022 and held it in 4 quarters.
Lake Street Private Wealth's Fathom Digital Manufacturing Corporation position peaked at $50.2K in Q4 2022.
21 funds tracked by Wall St. Rank held Fathom Digital Manufacturing Corporation as of Q4 2023.

Based on Lake Street Private Wealth's 13F filing for Q4 2023, filed 10 Jan 2024.