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Legacy Wealth Management (Idaho)’s CATALENT, INC. CTLT Stock Holding History

Legacy Wealth Management (Idaho)’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
-18
Closed -$1.06K – 823
2024
Q3 		$1.06K Buy
+18
New +$1.06K ﹤0.01% 540

Other funds holding CTLT

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Resona Asset Management
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
IFP Advisors
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
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s CTLT Position: Q4 2024 in Review

Legacy Wealth Management (Idaho) sold out of CATALENT, INC. (CTLT) in Q4 2024, closing a stake of 18 shares — an estimated $1.06K sold.

Legacy Wealth Management (Idaho) first reported a position in CTLT in Q3 2024 and held it in 1 quarter. The position peaked at $1.06K in Q3 2024. 6 funds tracked by Wall St. Rank hold CTLT as of Q4 2024.

  • Legacy Wealth Management (Idaho) reported no remaining CATALENT, INC. position as of Q4 2024 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 18 CATALENT, INC. shares in Q4 2024, an estimated $1.06K.
  • Legacy Wealth Management (Idaho) first reported a position in CATALENT, INC. in Q3 2024 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s CATALENT, INC. position peaked at $1.06K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held CATALENT, INC. as of Q4 2024.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2024, filed 13 Feb 2025.