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Valeo Financial Advisors’s Phathom Pharmaceuticals PHAT Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-151
Closed -$6K – 1441
2021
Q1 		$6K Buy
+151
New +$6.32K ﹤0.01% 1517

Other funds holding PHAT

FM
Frazier Management Seattle, Washington $1.12M AUM 151.58% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
A
Abingworth London, United Kingdom $307M AUM 93.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Valeo Financial Advisors's PHAT Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Phathom Pharmaceuticals (PHAT) in Q2 2021, closing a stake of 151 shares — an estimated $6K sold.

Valeo Financial Advisors first reported a position in PHAT in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 79 funds tracked by Wall St. Rank hold PHAT as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Phathom Pharmaceuticals position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 151 Phathom Pharmaceuticals shares in Q2 2021, an estimated $6K.
  • Valeo Financial Advisors first reported a position in Phathom Pharmaceuticals in Q1 2021 and held it in 1 quarter.
  • Valeo Financial Advisors's Phathom Pharmaceuticals position peaked at $6K in Q1 2021.
  • 79 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.