9258 Wealth Management’s Viking Therapeutics VKTX Stock Holding History

9258 Wealth Management’s Portfolio VKTX Stock Details VKTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$838K	Buy	13,239 +332	+3%	+$19.5K	0.12%	137
2024 Q2	$684K	Buy	12,907 +528	+4%	+$34.6K	0.11%	159
2024 Q1	$1.02M	Buy	12,379 +351	+3%	+$15.6K	0.16%	120
2023 Q4	$224K	Hold	12,028	–	–	0.04%	291
2023 Q3	$133K	Buy	12,028 +2,023	+20%	+$28.9K	0.03%	314
2023 Q2	$162K	Buy	+10,005	New	+$210K	0.03%	307
2022 Q1	–	Sell	-14,379	Closed	-$66K	–	387
2021 Q4	$66K	Sell	14,379 -4,193	-23%	-$23.5K	0.02%	365
2021 Q3	$117K	Sell	18,572 -2,174	-10%	-$13.4K	0.03%	340
2021 Q2	$124K	Hold	20,746	–	–	0.03%	344
2021 Q1	$131K	Buy	+20,746	New	+$146K	0.04%	322

Other funds holding VKTX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

9258 Wealth Management's VKTX Position: Q3 2024 in Review

9258 Wealth Management increased its Viking Therapeutics (VKTX) stake by 2.6% in Q3 2024, buying an estimated $19.5K and bringing the position to 13,239 shares worth $838K. The position accounts for 0.12% of the portfolio, ranked #137.

9258 Wealth Management first reported a position in VKTX in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.02M in Q1 2024. 422 funds tracked by Wall St. Rank hold VKTX as of Q3 2024.

9258 Wealth Management held 13,239 shares of Viking Therapeutics worth $838K as of Q3 2024.
9258 Wealth Management bought 332 Viking Therapeutics shares in Q3 2024, an estimated $19.5K.
Viking Therapeutics made up 0.12% of 9258 Wealth Management's portfolio in Q3 2024, its #137 holding.
9258 Wealth Management first reported a position in Viking Therapeutics in Q1 2021 and has held it in 10 quarters since.
9258 Wealth Management's Viking Therapeutics position peaked at $1.02M in Q1 2024.
422 funds tracked by Wall St. Rank held Viking Therapeutics as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.