SFG
CGTX icon

Steward Financial Group’s Cognition Therapeutics CGTX Stock Holding History

Steward Financial Group’s Portfolio CGTX Stock Details CGTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$58K Buy
+40,874
New +$64K 0.02% 136

Other funds holding CGTX

PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Steward Financial Group's CGTX Position: Q3 2023 in Review

Steward Financial Group opened a new position in Cognition Therapeutics (CGTX) in Q3 2023: 40,874 shares worth $58K. The stake represents 0.02% of the portfolio and ranks #136 among its holdings.

36 funds tracked by Wall St. Rank hold CGTX as of Q3 2023.

  • Steward Financial Group held 40,874 shares of Cognition Therapeutics worth $58K as of Q3 2023.
  • Cognition Therapeutics was a new Steward Financial Group position in Q3 2023.
  • Cognition Therapeutics made up 0.02% of Steward Financial Group's portfolio in Q3 2023, its #136 holding.
  • 36 funds tracked by Wall St. Rank held Cognition Therapeutics as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.