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Cassady Schiller Wealth Management’s Viking Therapeutics VKTX Stock Holding History

Cassady Schiller 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
Q4 		$2.01K Hold
50
– – ﹤0.01% 572
2024
Q3 		$3.17K Hold
50
– – ﹤0.01% 369
2024
Q2 		$2.65K Hold
50
– – ﹤0.01% 382
2024
Q1 		$4.1K Buy
+50
New +$2.23K ﹤0.01% 384

Other funds holding VKTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cassady Schiller Wealth Management's VKTX Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Viking Therapeutics (VKTX) position steady in Q4 2024 at 50 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Cassady Schiller Wealth Management first reported a position in VKTX in Q1 2024 and has held it in 4 quarters since. The position peaked at $4.1K in Q1 2024. 409 funds tracked by Wall St. Rank hold VKTX as of Q4 2024.

  • Cassady Schiller Wealth Management held 50 shares of Viking Therapeutics worth $2.01K as of Q4 2024.
  • Cassady Schiller Wealth Management left its Viking Therapeutics share count unchanged in Q4 2024.
  • Viking Therapeutics made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #572 holding.
  • Cassady Schiller Wealth Management first reported a position in Viking Therapeutics in Q1 2024 and has held it in 4 quarters since.
  • Cassady Schiller Wealth Management's Viking Therapeutics position peaked at $4.1K in Q1 2024.
  • 409 funds tracked by Wall St. Rank held Viking Therapeutics as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.