LPL Financial
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LPL Financial’s Perspective Therapeutics CATX Stock Holding History

LPL Financial’s Portfolio CATX Stock Details CATX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,666
Closed -$7.3K – 4812
2023
Q3 		$7.3K Sell
2,666
-748
-22% -$3.49K ﹤0.01% 4659
2023
Q2 		$22.8K Hold
3,414
– – ﹤0.01% 4506
2023
Q1 		$21.8K Hold
3,414
– – ﹤0.01% 4400
2022
Q4 		$8.44K Buy
+3,414
New +$11.2K ﹤0.01% 4422
2016
Q1 		– Sell
-1,902
Closed -$17K – 3118
2015
Q4 		$17K Buy
+1,902
New +$23.7K ﹤0.01% 3112

Other funds holding CATX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $421M AUM 30.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GTC
Ghost Tree Capital New York $331M AUM 70.11% 1-Year Est. Return
OCM
Osterweis Capital Management San Francisco, California $1.94B AUM 20.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial's CATX Position: Q4 2023 in Review

LPL Financial sold out of Perspective Therapeutics (CATX) in Q4 2023, closing a stake of 2,666 shares — an estimated $7.3K sold.

LPL Financial first reported a position in CATX in Q4 2015 and held it in 5 quarters. The position peaked at $22.8K in Q2 2023. 52 funds tracked by Wall St. Rank hold CATX as of Q4 2023.

  • LPL Financial reported no remaining Perspective Therapeutics position as of Q4 2023 after selling out during the quarter.
  • LPL Financial sold 2,666 Perspective Therapeutics shares in Q4 2023, an estimated $7.3K.
  • LPL Financial first reported a position in Perspective Therapeutics in Q4 2015 and held it in 5 quarters.
  • LPL Financial's Perspective Therapeutics position peaked at $22.8K in Q2 2023.
  • 52 funds tracked by Wall St. Rank held Perspective Therapeutics as of Q4 2023.

Based on LPL Financial's 13F filing for Q4 2023, filed 14 Feb 2024.