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Private Wealth Management Group’s CATALENT, INC. CTLT Stock Holding History

Private Wealth Management Group’s Portfolio CTLT Stock Details CTLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14
Closed -$848 – 1589
2024
Q3 		$848 Hold
14
– – ﹤0.01% 1330
2024
Q2 		$788 Hold
14
– – ﹤0.01% 1337
2024
Q1 		$791 Hold
14
– – ﹤0.01% 1343
2023
Q4 		$630 Buy
+14
New +$566 ﹤0.01% 1410

Other funds holding CTLT

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EBA
Eagle Bay Advisors New York $134M AUM 30.07% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Private Wealth Management Group's CTLT Position: Q4 2024 in Review

Private Wealth Management Group sold out of CATALENT, INC. (CTLT) in Q4 2024, closing a stake of 14 shares — an estimated $848 sold.

Private Wealth Management Group first reported a position in CTLT in Q4 2023 and held it in 4 quarters. The position peaked at $848 in Q3 2024. 6 funds tracked by Wall St. Rank hold CTLT as of Q4 2024.

  • Private Wealth Management Group reported no remaining CATALENT, INC. position as of Q4 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 14 CATALENT, INC. shares in Q4 2024, an estimated $848.
  • Private Wealth Management Group first reported a position in CATALENT, INC. in Q4 2023 and held it in 4 quarters.
  • Private Wealth Management Group's CATALENT, INC. position peaked at $848 in Q3 2024.
  • 6 funds tracked by Wall St. Rank held CATALENT, INC. as of Q4 2024.

Based on Private Wealth Management Group's 13F filing for Q4 2024, filed 27 Jan 2025.