Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s BioXcel Therapeutics BTAI Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-13
Closed -$531 – 91
2023
Q3 		$531 Buy
+13
New +$1.31K ﹤0.01% 538

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Group (Iowa)'s BTAI Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of BioXcel Therapeutics (BTAI) in Q4 2023, closing a stake of 13 shares — an estimated $531 sold.

Legacy Financial Group (Iowa) first reported a position in BTAI in Q3 2023 and held it in 1 quarter. The position peaked at $531 in Q3 2023. 73 funds tracked by Wall St. Rank hold BTAI as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining BioXcel Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 13 BioXcel Therapeutics shares in Q4 2023, an estimated $531.
  • Legacy Financial Group (Iowa) first reported a position in BioXcel Therapeutics in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s BioXcel Therapeutics position peaked at $531 in Q3 2023.
  • 73 funds tracked by Wall St. Rank held BioXcel Therapeutics as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.