Steward Partners Investment Advisory’s Reata Pharmaceuticals, Inc. Class A Common Stock RETA Stock Holding History

Steward Partners Investment Advisory’s Portfolio RETA Stock Details RETA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-109	Closed	-$11.1K	–	3467
2023 Q2	$11.1K	Hold	109	–	–	﹤0.01%	2530
2023 Q1	$9.91K	Hold	109	–	–	﹤0.01%	2545
2022 Q4	$4.14K	Buy	+109	New	+$3.75K	﹤0.01%	2831

Other funds holding RETA

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Steward Partners Investment Advisory's RETA Position: Q3 2023 in Review

Steward Partners Investment Advisory sold out of Reata Pharmaceuticals, Inc. Class A Common Stock (RETA) in Q3 2023, closing a stake of 109 shares — an estimated $11.1K sold.

Steward Partners Investment Advisory first reported a position in RETA in Q4 2022 and held it in 3 quarters. The position peaked at $11.1K in Q2 2023. 2 funds tracked by Wall St. Rank hold RETA as of Q3 2023.

Steward Partners Investment Advisory reported no remaining Reata Pharmaceuticals, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 109 Reata Pharmaceuticals, Inc. Class A Common Stock shares in Q3 2023, an estimated $11.1K.
Steward Partners Investment Advisory first reported a position in Reata Pharmaceuticals, Inc. Class A Common Stock in Q4 2022 and held it in 3 quarters.
Steward Partners Investment Advisory's Reata Pharmaceuticals, Inc. Class A Common Stock position peaked at $11.1K in Q2 2023.
2 funds tracked by Wall St. Rank held Reata Pharmaceuticals, Inc. Class A Common Stock as of Q3 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.