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American Portfolios Advisors’s Outlook Therapeutics OTLK Stock Holding History

American Portfolios Advisors’s Portfolio OTLK Stock Details OTLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$4.88K Hold
200
– – ﹤0.01% 2830
2022
Q2 		$4.08K Hold
200
– – ﹤0.01% 2912
2022
Q1 		$7.12K Hold
200
– – ﹤0.01% 2826
2021
Q4 		$5.44K Hold
200
– – ﹤0.01% 2862
2021
Q3 		$8.68K Hold
200
– – ﹤0.01% 2627
2021
Q2 		$9.96K Buy
+200
New +$9.28K ﹤0.01% 2519

Other funds holding OTLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Portfolios Advisors's OTLK Position: Q3 2022 in Review

American Portfolios Advisors held its Outlook Therapeutics (OTLK) position steady in Q3 2022 at 200 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2830.

American Portfolios Advisors first reported a position in OTLK in Q2 2021 and has held it in 6 quarters since. The position peaked at $9.96K in Q2 2021. 76 funds tracked by Wall St. Rank hold OTLK as of Q3 2022.

  • American Portfolios Advisors held 200 shares of Outlook Therapeutics worth $4.88K as of Q3 2022.
  • American Portfolios Advisors left its Outlook Therapeutics share count unchanged in Q3 2022.
  • Outlook Therapeutics made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2830 holding.
  • American Portfolios Advisors first reported a position in Outlook Therapeutics in Q2 2021 and has held it in 6 quarters since.
  • American Portfolios Advisors's Outlook Therapeutics position peaked at $9.96K in Q2 2021.
  • 76 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.