TWM
STXS icon

TCFG Wealth Management’s Stereotaxis STXS Stock Holding History

TCFG Wealth Management’s Portfolio STXS Stock Details STXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$118K Sell
64,015
-1,000
-2% -$2.19K 0.04% 267
2025
Q4 		$150K Buy
65,015
+4,000
+7% +$10.7K 0.06% 264
2025
Q3 		$190K Sell
61,015
-7,400
-11% -$19.2K 0.07% 253
2025
Q2 		$145K Hold
68,415
– – 0.07% 252
2025
Q1 		$120K Buy
68,415
+3,500
+5% +$7.46K 0.06% 229
2024
Q4 		$148K Hold
64,915
– – 0.07% 218
2024
Q3 		$132K Buy
+64,915
New +$131K 0.07% 216

Other funds holding STXS

DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return
LIM
Lagoda Investment Management New York $162M AUM 49.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return