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WealthPLAN Partners’s Perspective Therapeutics CATX Stock Holding History

WealthPLAN Partners’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
2024
Q3 		– Sell
-169,963
Closed -$1.69M – 262
2024
Q2 		$1.69M Buy
+169,963
New +$2.46M 0.18% 118

Other funds holding CATX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return
CC
Commodore Capital New York $1.68B AUM 375.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NWMG
Nicholson Wealth Management Group Charlestown, South Carolina $170M AUM 10.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

WealthPLAN Partners's CATX Position: Q3 2024 in Review

WealthPLAN Partners sold out of Perspective Therapeutics (CATX) in Q3 2024, closing a stake of 169,963 shares — an estimated $1.69M sold.

WealthPLAN Partners first reported a position in CATX in Q2 2024 and held it in 1 quarter. The position peaked at $1.69M in Q2 2024. 127 funds tracked by Wall St. Rank hold CATX as of Q3 2024.

  • WealthPLAN Partners reported no remaining Perspective Therapeutics position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 169,963 Perspective Therapeutics shares in Q3 2024, an estimated $1.69M.
  • WealthPLAN Partners first reported a position in Perspective Therapeutics in Q2 2024 and held it in 1 quarter.
  • WealthPLAN Partners's Perspective Therapeutics position peaked at $1.69M in Q2 2024.
  • 127 funds tracked by Wall St. Rank held Perspective Therapeutics as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.