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Carroll Financial Associates’s Viking Therapeutics VKTX Stock Holding History

Carroll Financial Associates’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
Q4 		$1K Buy
354
+307
+653% +$1.72K ﹤0.01% 1586
2021
Q3 		$0 Buy
+47
New +$290 ﹤0.01% 1959

Other funds holding VKTX

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carroll Financial Associates's VKTX Position: Q4 2021 in Review

Carroll Financial Associates increased its Viking Therapeutics (VKTX) stake by 653% in Q4 2021, buying an estimated $1.72K and bringing the position to 354 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1586.

Carroll Financial Associates first reported a position in VKTX in Q3 2021 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold VKTX as of Q4 2021.

  • Carroll Financial Associates held 354 shares of Viking Therapeutics worth $1K as of Q4 2021.
  • Carroll Financial Associates bought 307 Viking Therapeutics shares in Q4 2021, an estimated $1.72K.
  • Viking Therapeutics made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1586 holding.
  • Carroll Financial Associates first reported a position in Viking Therapeutics in Q3 2021 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held Viking Therapeutics as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.