LWANC
BTAI icon

Laurel Wealth Advisors (North Carolina)’s BioXcel Therapeutics BTAI Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio BTAI Stock Details BTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-6
Closed -$1K – 546
2022
Q2 		$1K Hold
6
– – ﹤0.01% 576
2022
Q1 		$2K Hold
6
– – ﹤0.01% 573
2021
Q4 		$2K Hold
6
– – ﹤0.01% 574
2021
Q3 		$3K Hold
6
– – ﹤0.01% 535
2021
Q2 		$3K Hold
6
– – ﹤0.01% 600
2021
Q1 		$4K Buy
+6
New +$4.83K ﹤0.01% 520

Other funds holding BTAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s BTAI Position: Q3 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of BioXcel Therapeutics (BTAI) in Q3 2022, closing a stake of 6 shares — an estimated $1K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BTAI in Q1 2021 and held it in 6 quarters. The position peaked at $4K in Q1 2021. 85 funds tracked by Wall St. Rank hold BTAI as of Q3 2022.

  • Laurel Wealth Advisors (North Carolina) reported no remaining BioXcel Therapeutics position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 6 BioXcel Therapeutics shares in Q3 2022, an estimated $1K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in BioXcel Therapeutics in Q1 2021 and held it in 6 quarters.
  • Laurel Wealth Advisors (North Carolina)'s BioXcel Therapeutics position peaked at $4K in Q1 2021.
  • 85 funds tracked by Wall St. Rank held BioXcel Therapeutics as of Q3 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 15 Nov 2022.