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Robertson Stephens Wealth Management’s Stereotaxis STXS Stock Holding History

Robertson Stephens Wealth Management’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
2023
Q4 		– Sell
-15,000
Closed -$23.7K – 476
2023
Q3 		$23.7K Sell
15,000
-5,000
-25% -$8K ﹤0.01% 437
2023
Q2 		$30.6K Hold
20,000
– – ﹤0.01% 413
2023
Q1 		$40.8K Hold
20,000
– – ﹤0.01% 433
2022
Q4 		$41.4K Sell
20,000
-5,000
-20% -$9.77K ﹤0.01% 401
2022
Q3 		$45K Buy
+25,000
New +$53.6K ﹤0.01% 354

Other funds holding STXS

DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
LIM
Lagoda Investment Management New York $162M AUM 49.7% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Robertson Stephens Wealth Management's STXS Position: Q4 2023 in Review

Robertson Stephens Wealth Management sold out of Stereotaxis (STXS) in Q4 2023, closing a stake of 15,000 shares — an estimated $23.7K sold.

Robertson Stephens Wealth Management first reported a position in STXS in Q3 2022 and held it in 5 quarters. The position peaked at $45K in Q3 2022. 61 funds tracked by Wall St. Rank hold STXS as of Q4 2023.

  • Robertson Stephens Wealth Management reported no remaining Stereotaxis position as of Q4 2023 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 15,000 Stereotaxis shares in Q4 2023, an estimated $23.7K.
  • Robertson Stephens Wealth Management first reported a position in Stereotaxis in Q3 2022 and held it in 5 quarters.
  • Robertson Stephens Wealth Management's Stereotaxis position peaked at $45K in Q3 2022.
  • 61 funds tracked by Wall St. Rank held Stereotaxis as of Q4 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.