Nisa Investment Advisors
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Nisa Investment Advisors’s BioXcel Therapeutics BTAI Stock Holding History

Nisa Investment Advisors’s Portfolio BTAI Stock Details BTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6
Closed -$245 – 2657
2023
Q3 		$245 Buy
6
+5
+500% +$505 ﹤0.01% 2640
2023
Q2 		$93 Hold
1
– – ﹤0.01% 2770
2023
Q1 		$0 Hold
1
– – ﹤0.01% 2540
2022
Q4 		$0 Buy
+1
New +$242 ﹤0.01% 2587
2022
Q2 		– Sell
-788
Closed -$263K – 2385
2022
Q1 		$263K Buy
+788
New +$228K ﹤0.01% 1273
2021
Q1 		– Sell
-2,188
Closed -$1.62M – 2300
2020
Q4 		$1.62M Buy
+2,188
New +$1.7M 0.01% 751

Other funds holding BTAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nisa Investment Advisors's BTAI Position: Q4 2023 in Review

Nisa Investment Advisors sold out of BioXcel Therapeutics (BTAI) in Q4 2023, closing a stake of 6 shares — an estimated $245 sold.

Nisa Investment Advisors first reported a position in BTAI in Q4 2020 and held it in 6 quarters. The position peaked at $1.62M in Q4 2020. 73 funds tracked by Wall St. Rank hold BTAI as of Q4 2023.

  • Nisa Investment Advisors reported no remaining BioXcel Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Nisa Investment Advisors sold 6 BioXcel Therapeutics shares in Q4 2023, an estimated $245.
  • Nisa Investment Advisors first reported a position in BioXcel Therapeutics in Q4 2020 and held it in 6 quarters.
  • Nisa Investment Advisors's BioXcel Therapeutics position peaked at $1.62M in Q4 2020.
  • 73 funds tracked by Wall St. Rank held BioXcel Therapeutics as of Q4 2023.

Based on Nisa Investment Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.