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Mendota Financial Group’s Perspective Therapeutics CATX Stock Holding History

Mendota Financial Group’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
2025
Q1 		– Sell
-1,750
Closed -$5.58K – 145
2024
Q4 		$5.58K Buy
1,750
+1,000
+133% +$8.16K ﹤0.01% 262
2024
Q3 		$10K Hold
750
– – ﹤0.01% 242
2024
Q2 		$7.48K Hold
750
– – ﹤0.01% 238
2024
Q1 		$8.93K Sell
750
-750
-50% -$6.39K 0.01% 241
2023
Q4 		$6.03K Hold
1,500
– – ﹤0.01% 290
2023
Q3 		$4.11K Hold
1,500
– – ﹤0.01% 231
2023
Q2 		$10K Buy
+1,500
New +$9.11K 0.01% 199
2023
Q1 		– Sell
-1,500
Closed -$3.71K – 312
2022
Q4 		$3.71K Buy
+1,500
New +$4.94K ﹤0.01% 245

Other funds holding CATX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $1.11B AUM 866.76% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return
NWMG
Nicholson Wealth Management Group Charlestown, South Carolina $170M AUM 10.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Mendota Financial Group's CATX Position: Q1 2025 in Review

Mendota Financial Group sold out of Perspective Therapeutics (CATX) in Q1 2025, closing a stake of 1,750 shares — an estimated $5.58K sold.

Mendota Financial Group first reported a position in CATX in Q4 2022 and held it in 8 quarters. The position peaked at $10K in Q2 2023. 112 funds tracked by Wall St. Rank hold CATX as of Q1 2025.

  • Mendota Financial Group reported no remaining Perspective Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 1,750 Perspective Therapeutics shares in Q1 2025, an estimated $5.58K.
  • Mendota Financial Group first reported a position in Perspective Therapeutics in Q4 2022 and held it in 8 quarters.
  • Mendota Financial Group's Perspective Therapeutics position peaked at $10K in Q2 2023.
  • 112 funds tracked by Wall St. Rank held Perspective Therapeutics as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.