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Mark Sheptoff Financial Planning’s Catalyst Pharmaceutical CPRX Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio CPRX Stock Details CPRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-113
Closed -$2.45K – 501
2025
Q2 		$2.45K Buy
+113
New +$2.67K ﹤0.01% 455
2023
Q3 		– Sell
-23,450
Closed -$315K – 391
2023
Q2 		$315K Sell
23,450
-7,550
-24% -$109K 0.18% 70
2023
Q1 		$514K Buy
31,000
+2,600
+9% +$42.9K 0.3% 52
2022
Q4 		$528K Buy
+28,400
New +$437K 0.31% 53

Other funds holding CPRX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return