PMG
DRTS icon

ProVise Management Group’s Alpha Tau Medical DRTS Stock Holding History

ProVise Management Group’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
Q4 		– Sell
-35,070
Closed -$133K – 344
2023
Q3 		$133K Hold
35,070
– – 0.01% 327
2023
Q2 		$153K Hold
35,070
– – 0.01% 338
2023
Q1 		$101K Buy
+35,070
New +$122K 0.01% 338

Other funds holding DRTS

LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
H
HoyleCohen San Diego, California $1.32B AUM 27.05% 1-Year Est. Return
CCP
Corbin Capital Partners New York $61.3M AUM 53.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
ACM
Atalaya Capital Management New York $45M AUM 3.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SAM
Satovsky Asset Management New York $627M AUM 19.75% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProVise Management Group's DRTS Position: Q4 2023 in Review

ProVise Management Group sold out of Alpha Tau Medical (DRTS) in Q4 2023, closing a stake of 35,070 shares — an estimated $133K sold.

ProVise Management Group first reported a position in DRTS in Q1 2023 and held it in 3 quarters. The position peaked at $153K in Q2 2023. 26 funds tracked by Wall St. Rank hold DRTS as of Q4 2023.

  • ProVise Management Group reported no remaining Alpha Tau Medical position as of Q4 2023 after selling out during the quarter.
  • ProVise Management Group sold 35,070 Alpha Tau Medical shares in Q4 2023, an estimated $133K.
  • ProVise Management Group first reported a position in Alpha Tau Medical in Q1 2023 and held it in 3 quarters.
  • ProVise Management Group's Alpha Tau Medical position peaked at $153K in Q2 2023.
  • 26 funds tracked by Wall St. Rank held Alpha Tau Medical as of Q4 2023.

Based on ProVise Management Group's 13F filing for Q4 2023, filed 9 Feb 2024.