LM Advisors’s Alpha Tau Medical DRTS Stock Holding History

LM Advisors’s Portfolio DRTS Stock Details DRTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-13,799	Closed	-$41.5K	–	345
2023 Q4	$41.5K	Buy	+13,799	New	+$44.4K	0.01%	351

Other funds holding DRTS

LCS

Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HoyleCohen San Diego, California $1.32B AUM 27.05% 1-Year Est. Return

CCP

Corbin Capital Partners New York $61.3M AUM 53.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

ACM

Atalaya Capital Management New York $45M AUM 3.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

SAM

Satovsky Asset Management New York $566M AUM 15.8% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LM Advisors's DRTS Position: Q1 2024 in Review

LM Advisors sold out of Alpha Tau Medical (DRTS) in Q1 2024, closing a stake of 13,799 shares — an estimated $41.5K sold.

LM Advisors first reported a position in DRTS in Q4 2023 and held it in 1 quarter. The position peaked at $41.5K in Q4 2023. 27 funds tracked by Wall St. Rank hold DRTS as of Q1 2024.

LM Advisors reported no remaining Alpha Tau Medical position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 13,799 Alpha Tau Medical shares in Q1 2024, an estimated $41.5K.
LM Advisors first reported a position in Alpha Tau Medical in Q4 2023 and held it in 1 quarter.
LM Advisors's Alpha Tau Medical position peaked at $41.5K in Q4 2023.
27 funds tracked by Wall St. Rank held Alpha Tau Medical as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.