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Phoenix Wealth Advisors’s Arcturus Therapeutics ARCT Stock Holding History

Phoenix Wealth Advisors’s Portfolio ARCT Stock Details ARCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-200
Closed -$10K – 133
2021
Q3 		$10K Hold
200
– – 0.01% 304
2021
Q2 		$7K Sell
200
-300
-60% -$10.2K 0.01% 311
2021
Q1 		$20K Sell
500
-345
-41% -$20.6K 0.02% 258
2020
Q4 		$37K Buy
+845
New +$57.2K 0.03% 208

Other funds holding ARCT

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
ACT Capital Management Wayne, Pennsylvania $153M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Phoenix Wealth Advisors's ARCT Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Arcturus Therapeutics (ARCT) in Q4 2021, closing a stake of 200 shares — an estimated $10K sold.

Phoenix Wealth Advisors first reported a position in ARCT in Q4 2020 and held it in 4 quarters. The position peaked at $37K in Q4 2020. 139 funds tracked by Wall St. Rank hold ARCT as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Arcturus Therapeutics position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 200 Arcturus Therapeutics shares in Q4 2021, an estimated $10K.
  • Phoenix Wealth Advisors first reported a position in Arcturus Therapeutics in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Arcturus Therapeutics position peaked at $37K in Q4 2020.
  • 139 funds tracked by Wall St. Rank held Arcturus Therapeutics as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.