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U.S. Capital Wealth Advisors’s Phathom Pharmaceuticals PHAT Stock Holding History

U.S. Capital Wealth Advisors’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
2023
Q1 		– Sell
-1,000
Closed -$11.2K – 1268
2022
Q4 		$11.2K Buy
+1,000
New +$10.3K ﹤0.01% 1248

Other funds holding PHAT

FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
MVM
Medicxi Ventures Management St. Helier, Jersey $982M AUM 210.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

U.S. Capital Wealth Advisors's PHAT Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Phathom Pharmaceuticals (PHAT) in Q1 2023, closing a stake of 1,000 shares — an estimated $11.2K sold.

U.S. Capital Wealth Advisors first reported a position in PHAT in Q4 2022 and held it in 1 quarter. The position peaked at $11.2K in Q4 2022. 84 funds tracked by Wall St. Rank hold PHAT as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Phathom Pharmaceuticals position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 1,000 Phathom Pharmaceuticals shares in Q1 2023, an estimated $11.2K.
  • U.S. Capital Wealth Advisors first reported a position in Phathom Pharmaceuticals in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Phathom Pharmaceuticals position peaked at $11.2K in Q4 2022.
  • 84 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.