Tradition Wealth Management’s Phathom Pharmaceuticals PHAT Stock Holding History

Tradition Wealth Management’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
2024 Q1	–	Sell	-500	Closed	-$5K	–	959
2023 Q4	$5K	Hold	500	–	–	﹤0.01%	1157
2023 Q3	$5K	Hold	500	–	–	﹤0.01%	1189
2023 Q2	$7K	Buy	500 +100	+25%	+$1.15K	﹤0.01%	1127
2023 Q1	$3K	Hold	400	–	–	﹤0.01%	1263
2022 Q4	$4K	Hold	400	–	–	﹤0.01%	1092
2022 Q3	$4K	Hold	400	–	–	﹤0.01%	1115
2022 Q2	$3K	Hold	400	–	–	﹤0.01%	1050
2022 Q1	$5K	Hold	400	–	–	﹤0.01%	1040
2021 Q4	$8K	Buy	400 +60	+18%	+$1.41K	﹤0.01%	966
2021 Q3	$11K	Hold	340	–	–	﹤0.01%	890
2021 Q2	$12K	Buy	340 +15	+5%	+$537	﹤0.01%	901
2021 Q1	$12K	Hold	325	–	–	﹤0.01%	740
2020 Q4	$11K	Buy	+325	New	+$13.2K	﹤0.01%	712

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

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

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

TPC

Takeda Pharmaceutical Company Tokyo, Japan $16.4M AUM 195.92% 1-Year Est. Return

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

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

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

NMC

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

APM

Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

Tradition Wealth Management's PHAT Position: Q1 2024 in Review

Tradition Wealth Management sold out of Phathom Pharmaceuticals (PHAT) in Q1 2024, closing a stake of 500 shares — an estimated $5K sold.

Tradition Wealth Management first reported a position in PHAT in Q4 2020 and held it in 13 quarters. The position peaked at $12K in Q2 2021. 114 funds tracked by Wall St. Rank hold PHAT as of Q1 2024.

Tradition Wealth Management reported no remaining Phathom Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 500 Phathom Pharmaceuticals shares in Q1 2024, an estimated $5K.
Tradition Wealth Management first reported a position in Phathom Pharmaceuticals in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Phathom Pharmaceuticals position peaked at $12K in Q2 2021.
114 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.