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WCG Wealth Advisors’s Perspective Therapeutics CATX Stock Holding History

WCG Wealth Advisors’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
2022
Q4 		– Sell
-3,402
Closed -$8K – 172
2022
Q3 		$8K Hold
3,402
– – ﹤0.01% 286
2022
Q2 		$11K Buy
+3,402
New +$10.4K ﹤0.01% 270

Other funds holding CATX

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WCG Wealth Advisors's CATX Position: Q4 2022 in Review

WCG Wealth Advisors sold out of Perspective Therapeutics (CATX) in Q4 2022, closing a stake of 3,402 shares — an estimated $8K sold.

WCG Wealth Advisors first reported a position in CATX in Q2 2022 and held it in 2 quarters. The position peaked at $11K in Q2 2022. 48 funds tracked by Wall St. Rank hold CATX as of Q4 2022.

  • WCG Wealth Advisors reported no remaining Perspective Therapeutics position as of Q4 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 3,402 Perspective Therapeutics shares in Q4 2022, an estimated $8K.
  • WCG Wealth Advisors first reported a position in Perspective Therapeutics in Q2 2022 and held it in 2 quarters.
  • WCG Wealth Advisors's Perspective Therapeutics position peaked at $11K in Q2 2022.
  • 48 funds tracked by Wall St. Rank held Perspective Therapeutics as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.