Stratos Wealth Advisors’s Phathom Pharmaceuticals PHAT Stock Holding History

Stratos Wealth Advisors’s Portfolio PHAT Stock Details PHAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13,438	Closed	-$109K	–	723
2024 Q4	$109K	Hold	13,438	–	–	0.01%	699
2024 Q3	$243K	Hold	13,438	–	–	0.01%	659
2024 Q2	$138K	Buy	13,438 +938	+8%	+$9.66K	0.01%	679
2024 Q1	$133K	Hold	12,500	–	–	0.01%	645
2023 Q4	$114K	Hold	12,500	–	–	0.01%	662
2023 Q3	$130K	Hold	12,500	–	–	0.01%	642
2023 Q2	$179K	Hold	12,500	–	–	0.01%	600
2023 Q1	$89.3K	Buy	+12,500	New	+$110K	0.01%	588

Other funds holding PHAT

FLSM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

MVM

Medicxi Ventures Management St. Helier, Jersey $982M AUM 210.17% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Stratos Wealth Advisors's PHAT Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of Phathom Pharmaceuticals (PHAT) in Q1 2025, closing a stake of 13,438 shares — an estimated $109K sold.

Stratos Wealth Advisors first reported a position in PHAT in Q1 2023 and held it in 8 quarters. The position peaked at $243K in Q3 2024. 137 funds tracked by Wall St. Rank hold PHAT as of Q1 2025.

Stratos Wealth Advisors reported no remaining Phathom Pharmaceuticals position as of Q1 2025 after selling out during the quarter.
Stratos Wealth Advisors sold 13,438 Phathom Pharmaceuticals shares in Q1 2025, an estimated $109K.
Stratos Wealth Advisors first reported a position in Phathom Pharmaceuticals in Q1 2023 and held it in 8 quarters.
Stratos Wealth Advisors's Phathom Pharmaceuticals position peaked at $243K in Q3 2024.
137 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.