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LVW Advisors’s Phathom Pharmaceuticals PHAT Stock Holding History

LVW Advisors’s Portfolio PHAT Stock Details PHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,440
Closed -$243K – 330
2024
Q3 		$243K Buy
13,440
+531
+4% +$7.42K 0.03% 273
2024
Q2 		$133K Buy
+12,909
New +$133K 0.02% 290

Other funds holding PHAT

FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
MVM
Medicxi Ventures Management St. Helier, Jersey $982M AUM 210.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
CC
Checkpoint Capital San Francisco, California $279M AUM 45.74% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

LVW Advisors's PHAT Position: Q4 2024 in Review

LVW Advisors sold out of Phathom Pharmaceuticals (PHAT) in Q4 2024, closing a stake of 13,440 shares — an estimated $243K sold.

LVW Advisors first reported a position in PHAT in Q2 2024 and held it in 2 quarters. The position peaked at $243K in Q3 2024. 144 funds tracked by Wall St. Rank hold PHAT as of Q4 2024.

  • LVW Advisors reported no remaining Phathom Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
  • LVW Advisors sold 13,440 Phathom Pharmaceuticals shares in Q4 2024, an estimated $243K.
  • LVW Advisors first reported a position in Phathom Pharmaceuticals in Q2 2024 and held it in 2 quarters.
  • LVW Advisors's Phathom Pharmaceuticals position peaked at $243K in Q3 2024.
  • 144 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q4 2024.

Based on LVW Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.