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Xcel Wealth Management’s TherapeuticsMD TXMD Stock Holding History

Xcel Wealth Management’s Portfolio TXMD Stock Details TXMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-400
Closed -$72K – 77
2019
Q3 		$72K Hold
400
– – 0.07% 74
2019
Q2 		$52K Hold
400
– – 0.05% 75
2019
Q1 		$97K Hold
400
– – 0.1% 79
2018
Q4 		$76K Buy
+400
New +$97.6K 0.09% 63

Other funds holding TXMD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Xcel Wealth Management's TXMD Position: Q4 2019 in Review

Xcel Wealth Management sold out of TherapeuticsMD (TXMD) in Q4 2019, closing a stake of 400 shares — an estimated $72K sold.

Xcel Wealth Management first reported a position in TXMD in Q4 2018 and held it in 4 quarters. The position peaked at $97K in Q1 2019. 168 funds tracked by Wall St. Rank hold TXMD as of Q4 2019.

  • Xcel Wealth Management reported no remaining TherapeuticsMD position as of Q4 2019 after selling out during the quarter.
  • Xcel Wealth Management sold 400 TherapeuticsMD shares in Q4 2019, an estimated $72K.
  • Xcel Wealth Management first reported a position in TherapeuticsMD in Q4 2018 and held it in 4 quarters.
  • Xcel Wealth Management's TherapeuticsMD position peaked at $97K in Q1 2019.
  • 168 funds tracked by Wall St. Rank held TherapeuticsMD as of Q4 2019.

Based on Xcel Wealth Management's 13F filing for Q4 2019, filed 9 Jan 2020.