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Forum Financial Management’s Viking Therapeutics VKTX Stock Holding History

Forum Financial Management’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
2023
Q3 		– Sell
-12,087
Closed -$196K – 678
2023
Q2 		$196K Hold
12,087
– – ﹤0.01% 615
2023
Q1 		$201K Hold
12,087
– – 0.01% 573
2022
Q4 		$114K Sell
12,087
-10,000
-45% -$44.6K ﹤0.01% 570
2022
Q3 		$60K Hold
22,087
– – ﹤0.01% 530
2022
Q2 		$64K Hold
22,087
– – ﹤0.01% 563
2022
Q1 		$66K Hold
22,087
– – ﹤0.01% 601
2021
Q4 		$102K Buy
+22,087
New +$124K 0.01% 635

Other funds holding VKTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return

Forum Financial Management's VKTX Position: Q3 2023 in Review

Forum Financial Management sold out of Viking Therapeutics (VKTX) in Q3 2023, closing a stake of 12,087 shares — an estimated $196K sold.

Forum Financial Management first reported a position in VKTX in Q4 2021 and held it in 7 quarters. The position peaked at $201K in Q1 2023. 179 funds tracked by Wall St. Rank hold VKTX as of Q3 2023.

  • Forum Financial Management reported no remaining Viking Therapeutics position as of Q3 2023 after selling out during the quarter.
  • Forum Financial Management sold 12,087 Viking Therapeutics shares in Q3 2023, an estimated $196K.
  • Forum Financial Management first reported a position in Viking Therapeutics in Q4 2021 and held it in 7 quarters.
  • Forum Financial Management's Viking Therapeutics position peaked at $201K in Q1 2023.
  • 179 funds tracked by Wall St. Rank held Viking Therapeutics as of Q3 2023.

Based on Forum Financial Management's 13F filing for Q3 2023, filed 6 Nov 2023.