TCWM
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Total Clarity Wealth Management’s Perspective Therapeutics CATX Stock Holding History

Total Clarity Wealth Management’s Portfolio CATX Stock Details CATX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-414
Closed -$3K – 992
2021
Q3 		$3K Buy
+414
New +$2.82K ﹤0.01% 883
2021
Q2 		– Sell
-414
Closed -$5K – 264
2021
Q1 		$5K Buy
+414
New +$6.25K ﹤0.01% 679

Other funds holding CATX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HPWM
Highland Private Wealth Management Bellevue, Washington $620M AUM 18.88% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of Perspective Therapeutics (CATX) in Q4 2021, closing a stake of 414 shares — an estimated $3K sold.

Total Clarity Wealth Management first reported a position in CATX in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 45 funds tracked by Wall St. Rank hold CATX as of Q4 2021.

  • Total Clarity Wealth Management reported no remaining Perspective Therapeutics position as of Q4 2021 after selling out during the quarter.
  • Total Clarity Wealth Management sold 414 Perspective Therapeutics shares in Q4 2021, an estimated $3K.
  • Total Clarity Wealth Management first reported a position in Perspective Therapeutics in Q1 2021 and held it in 2 quarters.
  • Total Clarity Wealth Management's Perspective Therapeutics position peaked at $5K in Q1 2021.
  • 45 funds tracked by Wall St. Rank held Perspective Therapeutics as of Q4 2021.

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