J.W. Cole Advisors’s Viking Therapeutics VKTX Stock Holding History

J.W. Cole 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	-4,896	Closed	-$310K	–	1002
2024 Q3	$310K	Buy	+4,896	New	+$287K	0.01%	755

Other funds holding VKTX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

J.W. Cole Advisors's VKTX Position: Q4 2024 in Review

J.W. Cole Advisors sold out of Viking Therapeutics (VKTX) in Q4 2024, closing a stake of 4,896 shares — an estimated $310K sold.

J.W. Cole Advisors first reported a position in VKTX in Q3 2024 and held it in 1 quarter. The position peaked at $310K in Q3 2024. 408 funds tracked by Wall St. Rank hold VKTX as of Q4 2024.

J.W. Cole Advisors reported no remaining Viking Therapeutics position as of Q4 2024 after selling out during the quarter.
J.W. Cole Advisors sold 4,896 Viking Therapeutics shares in Q4 2024, an estimated $310K.
J.W. Cole Advisors first reported a position in Viking Therapeutics in Q3 2024 and held it in 1 quarter.
J.W. Cole Advisors's Viking Therapeutics position peaked at $310K in Q3 2024.
408 funds tracked by Wall St. Rank held Viking Therapeutics as of Q4 2024.

Based on J.W. Cole Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.