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Focus Financial Network’s Outlook Therapeutics OTLK Stock Holding History

Focus Financial Network’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
2023
Q4 		– Sell
-1,710
Closed -$7.56K – 738
2023
Q3 		$7.56K Hold
1,710
– – ﹤0.01% 585
2023
Q2 		$59.5K Hold
1,710
– – ﹤0.01% 583
2023
Q1 		$37.3K Buy
+1,710
New +$38.3K ﹤0.01% 564

Other funds holding OTLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Focus Financial Network's OTLK Position: Q4 2023 in Review

Focus Financial Network sold out of Outlook Therapeutics (OTLK) in Q4 2023, closing a stake of 1,710 shares — an estimated $7.56K sold.

Focus Financial Network first reported a position in OTLK in Q1 2023 and held it in 3 quarters. The position peaked at $59.5K in Q2 2023. 87 funds tracked by Wall St. Rank hold OTLK as of Q4 2023.

  • Focus Financial Network reported no remaining Outlook Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Focus Financial Network sold 1,710 Outlook Therapeutics shares in Q4 2023, an estimated $7.56K.
  • Focus Financial Network first reported a position in Outlook Therapeutics in Q1 2023 and held it in 3 quarters.
  • Focus Financial Network's Outlook Therapeutics position peaked at $59.5K in Q2 2023.
  • 87 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q4 2023.

Based on Focus Financial Network's 13F filing for Q4 2023, filed 12 Feb 2024.