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Pacific Capital Wealth Advisors’s Fathom Holdings FTHM Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio FTHM Stock Details FTHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-100
Closed -$153 – 191
2024
Q4 		$153 Hold
100
– – ﹤0.01% 380
2024
Q3 		$259 Hold
100
– – ﹤0.01% 465
2024
Q2 		$172 Buy
+100
New +$166 ﹤0.01% 496

Other funds holding FTHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Pacific Capital Wealth Advisors's FTHM Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Fathom Holdings (FTHM) in Q1 2025, closing a stake of 100 shares — an estimated $153 sold.

Pacific Capital Wealth Advisors first reported a position in FTHM in Q2 2024 and held it in 3 quarters. The position peaked at $259 in Q3 2024. 38 funds tracked by Wall St. Rank hold FTHM as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Fathom Holdings position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 100 Fathom Holdings shares in Q1 2025, an estimated $153.
  • Pacific Capital Wealth Advisors first reported a position in Fathom Holdings in Q2 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's Fathom Holdings position peaked at $259 in Q3 2024.
  • 38 funds tracked by Wall St. Rank held Fathom Holdings as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.