Williams Jones Wealth Management’s Citius Pharmaceuticals CTXR Stock Holding History

Williams Jones Wealth Management’s Portfolio CTXR Stock Details CTXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-400	Closed	-$6.84K	–	547
2023 Q3	$6.84K	Hold	400	–	–	﹤0.01%	541
2023 Q2	$12K	Hold	400	–	–	﹤0.01%	522
2023 Q1	$11.7K	Hold	400	–	–	﹤0.01%	557
2022 Q4	$7.9K	Hold	400	–	–	﹤0.01%	553
2022 Q3	$12K	Hold	400	–	–	﹤0.01%	564
2022 Q2	$9K	Hold	400	–	–	﹤0.01%	570
2022 Q1	$18K	Hold	400	–	–	﹤0.01%	520
2021 Q4	$15K	Hold	400	–	–	﹤0.01%	495
2021 Q3	$20K	Buy	+400	New	+$20.1K	﹤0.01%	484

Other funds holding CTXR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Williams Jones Wealth Management's CTXR Position: Q4 2023 in Review

Williams Jones Wealth Management sold out of Citius Pharmaceuticals (CTXR) in Q4 2023, closing a stake of 400 shares — an estimated $6.84K sold.

Williams Jones Wealth Management first reported a position in CTXR in Q3 2021 and held it in 9 quarters. The position peaked at $20K in Q3 2021. 74 funds tracked by Wall St. Rank hold CTXR as of Q4 2023.

Williams Jones Wealth Management reported no remaining Citius Pharmaceuticals position as of Q4 2023 after selling out during the quarter.
Williams Jones Wealth Management sold 400 Citius Pharmaceuticals shares in Q4 2023, an estimated $6.84K.
Williams Jones Wealth Management first reported a position in Citius Pharmaceuticals in Q3 2021 and held it in 9 quarters.
Williams Jones Wealth Management's Citius Pharmaceuticals position peaked at $20K in Q3 2021.
74 funds tracked by Wall St. Rank held Citius Pharmaceuticals as of Q4 2023.

Based on Williams Jones Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.