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Concord Wealth Partners’s Viking Therapeutics VKTX Stock Holding History

Concord Wealth Partners’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
2025
Q1 		– Sell
-5
Closed -$201 – 977
2024
Q4 		$201 Hold
5
– – ﹤0.01% 892
2024
Q3 		$317 Buy
+5
New +$293 ﹤0.01% 917

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Concord Wealth Partners's VKTX Position: Q1 2025 in Review

Concord Wealth Partners sold out of Viking Therapeutics (VKTX) in Q1 2025, closing a stake of 5 shares — an estimated $201 sold.

Concord Wealth Partners first reported a position in VKTX in Q3 2024 and held it in 2 quarters. The position peaked at $317 in Q3 2024. 372 funds tracked by Wall St. Rank hold VKTX as of Q1 2025.

  • Concord Wealth Partners reported no remaining Viking Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 5 Viking Therapeutics shares in Q1 2025, an estimated $201.
  • Concord Wealth Partners first reported a position in Viking Therapeutics in Q3 2024 and held it in 2 quarters.
  • Concord Wealth Partners's Viking Therapeutics position peaked at $317 in Q3 2024.
  • 372 funds tracked by Wall St. Rank held Viking Therapeutics as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.