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Sowell Financial Services’s Perspective Therapeutics CATX Stock Holding History

Sowell Financial Services’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
2023
Q2 		– Sell
-3,000
Closed -$19K – 591
2023
Q1 		$19K Buy
+3,000
New +$12.2K ﹤0.01% 754

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
OCM
Osterweis Capital Management San Francisco, California $1.94B AUM 20.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PIC
Portland Investment Counsel Burlington, Ontario, Canada $312M AUM 53.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return

Sowell Financial Services's CATX Position: Q2 2023 in Review

Sowell Financial Services sold out of Perspective Therapeutics (CATX) in Q2 2023, closing a stake of 3,000 shares — an estimated $19K sold.

Sowell Financial Services first reported a position in CATX in Q1 2023 and held it in 1 quarter. The position peaked at $19K in Q1 2023. 50 funds tracked by Wall St. Rank hold CATX as of Q2 2023.

  • Sowell Financial Services reported no remaining Perspective Therapeutics position as of Q2 2023 after selling out during the quarter.
  • Sowell Financial Services sold 3,000 Perspective Therapeutics shares in Q2 2023, an estimated $19K.
  • Sowell Financial Services first reported a position in Perspective Therapeutics in Q1 2023 and held it in 1 quarter.
  • Sowell Financial Services's Perspective Therapeutics position peaked at $19K in Q1 2023.
  • 50 funds tracked by Wall St. Rank held Perspective Therapeutics as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.