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Berman Capital Advisors’s Viking Therapeutics VKTX Stock Holding History

Berman Capital Advisors’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
2021
Q3 		– Sell
-38
Closed – – 2238
2021
Q2 		$0 Buy
+38
New +$226 ﹤0.01% 2059

Other funds holding VKTX

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Berman Capital Advisors's VKTX Position: Q3 2021 in Review

Berman Capital Advisors sold out of Viking Therapeutics (VKTX) in Q3 2021, closing a stake of 38 shares.

Berman Capital Advisors first reported a position in VKTX in Q2 2021 and held it in 1 quarter. The position peaked at $0 in Q2 2021. 134 funds tracked by Wall St. Rank hold VKTX as of Q3 2021.

  • Berman Capital Advisors reported no remaining Viking Therapeutics position as of Q3 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 38 Viking Therapeutics shares in Q3 2021.
  • Berman Capital Advisors first reported a position in Viking Therapeutics in Q2 2021 and held it in 1 quarter.
  • Berman Capital Advisors's Viking Therapeutics position peaked at $0 in Q2 2021.
  • 134 funds tracked by Wall St. Rank held Viking Therapeutics as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.