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Foundations Investment Advisors’s Viking Therapeutics VKTX Stock Holding History

Foundations Investment Advisors’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
2024
Q4 		– Sell
-3,445
Closed -$218K – 893
2024
Q3 		$218K Buy
+3,445
New +$202K ﹤0.01% 744

Other funds holding VKTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Foundations Investment Advisors's VKTX Position: Q4 2024 in Review

Foundations Investment Advisors sold out of Viking Therapeutics (VKTX) in Q4 2024, closing a stake of 3,445 shares — an estimated $218K sold.

Foundations Investment Advisors first reported a position in VKTX in Q3 2024 and held it in 1 quarter. The position peaked at $218K in Q3 2024. 408 funds tracked by Wall St. Rank hold VKTX as of Q4 2024.

  • Foundations Investment Advisors reported no remaining Viking Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 3,445 Viking Therapeutics shares in Q4 2024, an estimated $218K.
  • Foundations Investment Advisors first reported a position in Viking Therapeutics in Q3 2024 and held it in 1 quarter.
  • Foundations Investment Advisors's Viking Therapeutics position peaked at $218K in Q3 2024.
  • 408 funds tracked by Wall St. Rank held Viking Therapeutics as of Q4 2024.

Based on Foundations Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.