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Capital Performance Advisors’s Viking Therapeutics VKTX Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-128
Closed -$8.1K – 2610
2024
Q3 		$8.1K Buy
+128
New +$7.51K ﹤0.01% 921

Other funds holding VKTX

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Performance Advisors's VKTX Position: Q4 2024 in Review

Capital Performance Advisors sold out of Viking Therapeutics (VKTX) in Q4 2024, closing a stake of 128 shares — an estimated $8.1K sold.

Capital Performance Advisors first reported a position in VKTX in Q3 2024 and held it in 1 quarter. The position peaked at $8.1K in Q3 2024. 408 funds tracked by Wall St. Rank hold VKTX as of Q4 2024.

  • Capital Performance Advisors reported no remaining Viking Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 128 Viking Therapeutics shares in Q4 2024, an estimated $8.1K.
  • Capital Performance Advisors first reported a position in Viking Therapeutics in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Viking Therapeutics position peaked at $8.1K in Q3 2024.
  • 408 funds tracked by Wall St. Rank held Viking Therapeutics as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.