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DFPG Investments’s Outlook Therapeutics OTLK Stock Holding History

DFPG Investments’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
2020
Q2 		– Sell
-1,738
Closed -$25K – 182
2020
Q1 		$25K Buy
1,738
+1,063
+157% +$17.6K 0.02% 152
2019
Q4 		$12K Buy
+675
New +$15.7K 0.01% 163

Other funds holding OTLK

LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DFPG Investments's OTLK Position: Q2 2020 in Review

DFPG Investments sold out of Outlook Therapeutics (OTLK) in Q2 2020, closing a stake of 1,738 shares — an estimated $25K sold.

DFPG Investments first reported a position in OTLK in Q4 2019 and held it in 2 quarters. The position peaked at $25K in Q1 2020. 20 funds tracked by Wall St. Rank hold OTLK as of Q2 2020.

  • DFPG Investments reported no remaining Outlook Therapeutics position as of Q2 2020 after selling out during the quarter.
  • DFPG Investments sold 1,738 Outlook Therapeutics shares in Q2 2020, an estimated $25K.
  • DFPG Investments first reported a position in Outlook Therapeutics in Q4 2019 and held it in 2 quarters.
  • DFPG Investments's Outlook Therapeutics position peaked at $25K in Q1 2020.
  • 20 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q2 2020.

Based on DFPG Investments's 13F filing for Q2 2020, filed 13 Jul 2020.