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Confluence Wealth Services’s Viking Therapeutics VKTX Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-169
Closed – – 1132
2021
Q4 		$0 Buy
+169
New +$947 ﹤0.01% 1270

Other funds holding VKTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.47B AUM 86.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
SCM
Sio Capital Management New York $604M AUM 96.57% 1-Year Est. Return

Confluence Wealth Services's VKTX Position: Q1 2022 in Review

Confluence Wealth Services sold out of Viking Therapeutics (VKTX) in Q1 2022, closing a stake of 169 shares.

Confluence Wealth Services first reported a position in VKTX in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 140 funds tracked by Wall St. Rank hold VKTX as of Q1 2022.

  • Confluence Wealth Services reported no remaining Viking Therapeutics position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 169 Viking Therapeutics shares in Q1 2022.
  • Confluence Wealth Services first reported a position in Viking Therapeutics in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Viking Therapeutics position peaked at $0 in Q4 2021.
  • 140 funds tracked by Wall St. Rank held Viking Therapeutics as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.