SSG
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Summit Securities Group’s Catheter Precision VTAK Stock Holding History

Summit Securities Group’s Portfolio VTAK Stock Details VTAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-21
Closed -$24K – 1394
2022
Q3 		$24K Buy
+21
New +$40K ﹤0.01% 701

Other funds holding VTAK

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Summit Securities Group's VTAK Position: Q4 2022 in Review

Summit Securities Group sold out of Catheter Precision (VTAK) in Q4 2022, closing a stake of 21 shares — an estimated $24K sold.

Summit Securities Group first reported a position in VTAK in Q3 2022 and held it in 1 quarter. The position peaked at $24K in Q3 2022. 9 funds tracked by Wall St. Rank hold VTAK as of Q4 2022.

  • Summit Securities Group reported no remaining Catheter Precision position as of Q4 2022 after selling out during the quarter.
  • Summit Securities Group sold 21 Catheter Precision shares in Q4 2022, an estimated $24K.
  • Summit Securities Group first reported a position in Catheter Precision in Q3 2022 and held it in 1 quarter.
  • Summit Securities Group's Catheter Precision position peaked at $24K in Q3 2022.
  • 9 funds tracked by Wall St. Rank held Catheter Precision as of Q4 2022.

Based on Summit Securities Group's 13F filing for Q4 2022, filed 13 Feb 2023.