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Total Clarity Wealth Management’s BioXcel Therapeutics BTAI Stock Holding History

Total Clarity Wealth Management’s Portfolio BTAI Stock Details BTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-8
Closed -$4K – 986
2021
Q3 		$4K Buy
+8
New +$3.52K ﹤0.01% 835
2021
Q2 		– Sell
-8
Closed -$5K – 255
2021
Q1 		$5K Buy
+8
New +$6.44K ﹤0.01% 677

Other funds holding BTAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Total Clarity Wealth Management's BTAI Position: Q4 2021 in Review

Total Clarity Wealth Management sold out of BioXcel Therapeutics (BTAI) in Q4 2021, closing a stake of 8 shares — an estimated $4K sold.

Total Clarity Wealth Management first reported a position in BTAI in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 93 funds tracked by Wall St. Rank hold BTAI as of Q4 2021.

  • Total Clarity Wealth Management reported no remaining BioXcel Therapeutics position as of Q4 2021 after selling out during the quarter.
  • Total Clarity Wealth Management sold 8 BioXcel Therapeutics shares in Q4 2021, an estimated $4K.
  • Total Clarity Wealth Management first reported a position in BioXcel Therapeutics in Q1 2021 and held it in 2 quarters.
  • Total Clarity Wealth Management's BioXcel Therapeutics position peaked at $5K in Q1 2021.
  • 93 funds tracked by Wall St. Rank held BioXcel Therapeutics as of Q4 2021.

Based on Total Clarity Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.