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Newbridge Financial Services Group’s Phathom Pharmaceuticals PHAT Stock Holding History

Newbridge Financial Services Group’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
2023
Q4 		– Sell
-35
Closed -$363 – 1285
2023
Q3 		$363 Hold
35
– – ﹤0.01% 1219
2023
Q2 		$501 Hold
35
– – ﹤0.01% 1263
2023
Q1 		$250 Hold
35
– – ﹤0.01% 1345
2022
Q4 		$393 Hold
35
– – ﹤0.01% 1367
2022
Q3 		$0 Hold
35
– – ﹤0.01% 1455
2022
Q2 		$0 Hold
35
– – ﹤0.01% 1481
2022
Q1 		$0 Hold
35
– – ﹤0.01% 1525
2021
Q4 		$1K Hold
35
– – ﹤0.01% 1351
2021
Q3 		$1K Hold
35
– – ﹤0.01% 1294
2021
Q2 		$1K Hold
35
– – ﹤0.01% 1381
2021
Q1 		$1K Buy
+35
New +$1.46K ﹤0.01% 1308

Other funds holding PHAT

FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
TPC
Takeda Pharmaceutical Company Tokyo, Japan $16.4M AUM 195.92% 1-Year Est. Return
MVM
Medicxi Ventures Management St. Helier, Jersey $982M AUM 210.17% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 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
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

Newbridge Financial Services Group's PHAT Position: Q4 2023 in Review

Newbridge Financial Services Group sold out of Phathom Pharmaceuticals (PHAT) in Q4 2023, closing a stake of 35 shares — an estimated $363 sold.

Newbridge Financial Services Group first reported a position in PHAT in Q1 2021 and held it in 11 quarters. The position peaked at $1K in Q4 2021. 117 funds tracked by Wall St. Rank hold PHAT as of Q4 2023.

  • Newbridge Financial Services Group reported no remaining Phathom Pharmaceuticals position as of Q4 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 35 Phathom Pharmaceuticals shares in Q4 2023, an estimated $363.
  • Newbridge Financial Services Group first reported a position in Phathom Pharmaceuticals in Q1 2021 and held it in 11 quarters.
  • Newbridge Financial Services Group's Phathom Pharmaceuticals position peaked at $1K in Q4 2021.
  • 117 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q4 2023.

Based on Newbridge Financial Services Group's 13F filing for Q4 2023, filed 28 Mar 2024.