RAG
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RIA Advisory Group’s Perspective Therapeutics CATX Stock Holding History

RIA Advisory Group’s Portfolio CATX Stock Details CATX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-25,620
Closed -$342K – 138
2024
Q3 		$342K Buy
+25,620
New +$341K 0.12% 91
2024
Q1 		$127K Buy
10,685
+9,929
+1,313% +$84.7K 0.05% 137
2023
Q4 		$1.28M Buy
+756
New +$2.13K 0.54% 21

Other funds holding CATX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $1.11B AUM 866.76% 1-Year Est. Return
NWMG
Nicholson Wealth Management Group Charlestown, South Carolina $170M AUM 10.45% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

RIA Advisory Group's CATX Position: Q4 2024 in Review

RIA Advisory Group sold out of Perspective Therapeutics (CATX) in Q4 2024, closing a stake of 25,620 shares — an estimated $342K sold.

RIA Advisory Group first reported a position in CATX in Q4 2023 and held it in 3 quarters. The position peaked at $1.28M in Q4 2023. 135 funds tracked by Wall St. Rank hold CATX as of Q4 2024.

  • RIA Advisory Group reported no remaining Perspective Therapeutics position as of Q4 2024 after selling out during the quarter.
  • RIA Advisory Group sold 25,620 Perspective Therapeutics shares in Q4 2024, an estimated $342K.
  • RIA Advisory Group first reported a position in Perspective Therapeutics in Q4 2023 and held it in 3 quarters.
  • RIA Advisory Group's Perspective Therapeutics position peaked at $1.28M in Q4 2023.
  • 135 funds tracked by Wall St. Rank held Perspective Therapeutics as of Q4 2024.

Based on RIA Advisory Group's 13F filing for Q4 2024, filed 14 Feb 2025.