One Charles Private Wealth Services’s Perspective Therapeutics CATX Stock Holding History

One Charles Private Wealth Services’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
2020 Q4	–	Sell	-2,000	Closed	-$12K	–	31
2020 Q3	$12K	Hold	2,000	–	–	0.01%	35
2020 Q2	$11K	Buy	+2,000	New	+$12.9K	0.01%	93

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Highland Private Wealth Management Bellevue, Washington $620M AUM 18.88% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return

Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Anson Funds Management Dallas, Texas $1.57B AUM 370.24% 1-Year Est. Return

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return