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D.A. Davidson & Co’s Outlook Therapeutics OTLK Stock Holding History

D.A. Davidson & Co’s Portfolio OTLK Stock Details OTLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,400
Closed -$11K – 1442
2023
Q4 		$11K Hold
1,400
– – ﹤0.01% 1348
2023
Q3 		$6.19K Buy
+1,400
New +$31K ﹤0.01% 1325

Other funds holding OTLK

TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
GPP
Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $630M AUM 108.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
VCIM
Velan Capital Investment Management Alpharetta, Georgia $160M AUM 517.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

D.A. Davidson & Co's OTLK Position: Q1 2024 in Review

D.A. Davidson & Co sold out of Outlook Therapeutics (OTLK) in Q1 2024, closing a stake of 1,400 shares — an estimated $11K sold.

D.A. Davidson & Co first reported a position in OTLK in Q3 2023 and held it in 2 quarters. The position peaked at $11K in Q4 2023. 56 funds tracked by Wall St. Rank hold OTLK as of Q1 2024.

  • D.A. Davidson & Co reported no remaining Outlook Therapeutics position as of Q1 2024 after selling out during the quarter.
  • D.A. Davidson & Co sold 1,400 Outlook Therapeutics shares in Q1 2024, an estimated $11K.
  • D.A. Davidson & Co first reported a position in Outlook Therapeutics in Q3 2023 and held it in 2 quarters.
  • D.A. Davidson & Co's Outlook Therapeutics position peaked at $11K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q1 2024.

Based on D.A. Davidson & Co's 13F filing for Q1 2024, filed 13 May 2024.