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Wealthspire Advisors (New York)’s Alpha Tau Medical DRTS Stock Holding History

Wealthspire Advisors (New York)’s Portfolio DRTS Stock Details DRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-22,632
Closed -$132K – 586
2022
Q3 		$132K Buy
+22,632
New +$200K ﹤0.01% 492

Other funds holding DRTS

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
TVWM
Tower View Wealth Management Shorewood, Wisconsin $195M AUM 29.88% 1-Year Est. Return

Wealthspire Advisors (New York)'s DRTS Position: Q4 2022 in Review

Wealthspire Advisors (New York) sold out of Alpha Tau Medical (DRTS) in Q4 2022, closing a stake of 22,632 shares — an estimated $132K sold.

Wealthspire Advisors (New York) first reported a position in DRTS in Q3 2022 and held it in 1 quarter. The position peaked at $132K in Q3 2022. 14 funds tracked by Wall St. Rank hold DRTS as of Q4 2022.

  • Wealthspire Advisors (New York) reported no remaining Alpha Tau Medical position as of Q4 2022 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 22,632 Alpha Tau Medical shares in Q4 2022, an estimated $132K.
  • Wealthspire Advisors (New York) first reported a position in Alpha Tau Medical in Q3 2022 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Alpha Tau Medical position peaked at $132K in Q3 2022.
  • 14 funds tracked by Wall St. Rank held Alpha Tau Medical as of Q4 2022.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2022, filed 14 Feb 2023.