Phoenix Financial’s Alpha Tau Medical DRTS Stock Holding History

Phoenix Financial’s Portfolio DRTS Stock Details DRTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,141	Closed	-$33	–	305
2022 Q4	$33	Sell	10,141 -3,719	-27%	-$15.4K	﹤0.01%	287
2022 Q3	$77K	Sell	13,860 -37,934	-73%	-$335K	﹤0.01%	325
2022 Q2	$469K	Buy	+51,794	New	+$464K	0.01%	284

Other funds holding DRTS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

Circle Wealth Management Summit, New Jersey $7.02B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FGG

Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return

Phoenix Financial's DRTS Position: Q1 2023 in Review

Phoenix Financial sold out of Alpha Tau Medical (DRTS) in Q1 2023, closing a stake of 10,141 shares — an estimated $33 sold.

Phoenix Financial first reported a position in DRTS in Q2 2022 and held it in 3 quarters. The position peaked at $469K in Q2 2022. 16 funds tracked by Wall St. Rank hold DRTS as of Q1 2023.

Phoenix Financial reported no remaining Alpha Tau Medical position as of Q1 2023 after selling out during the quarter.
Phoenix Financial sold 10,141 Alpha Tau Medical shares in Q1 2023, an estimated $33.
Phoenix Financial first reported a position in Alpha Tau Medical in Q2 2022 and held it in 3 quarters.
Phoenix Financial's Alpha Tau Medical position peaked at $469K in Q2 2022.
16 funds tracked by Wall St. Rank held Alpha Tau Medical as of Q1 2023.

Based on Phoenix Financial's 13F filing for Q1 2023, filed 11 May 2023.