Planned Solutions’s Stereotaxis STXS Stock Holding History

Planned Solutions’s Portfolio STXS Stock Details STXS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,100	Closed	-$6K	–	363
2020 Q4	$6K	Buy	+1,100	New	+$4.5K	﹤0.01%	372

Other funds holding STXS

DCM

DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return

APCM

Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return

CCM

Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return

PVI

Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Planned Solutions's STXS Position: Q1 2021 in Review

Planned Solutions sold out of Stereotaxis (STXS) in Q1 2021, closing a stake of 1,100 shares — an estimated $6K sold.

Planned Solutions first reported a position in STXS in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 81 funds tracked by Wall St. Rank hold STXS as of Q1 2021.

Planned Solutions reported no remaining Stereotaxis position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 1,100 Stereotaxis shares in Q1 2021, an estimated $6K.
Planned Solutions first reported a position in Stereotaxis in Q4 2020 and held it in 1 quarter.
Planned Solutions's Stereotaxis position peaked at $6K in Q4 2020.
81 funds tracked by Wall St. Rank held Stereotaxis as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.