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JFG Wealth Management’s Viking Therapeutics VKTX Stock Holding History

JFG Wealth 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
2024
Q1 		– Sell
-12,000
Closed -$223K – 80
2023
Q4 		$223K Buy
+12,000
New +$157K 0.06% 75

Other funds holding VKTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

JFG Wealth Management's VKTX Position: Q1 2024 in Review

JFG Wealth Management sold out of Viking Therapeutics (VKTX) in Q1 2024, closing a stake of 12,000 shares — an estimated $223K sold.

JFG Wealth Management first reported a position in VKTX in Q4 2023 and held it in 1 quarter. The position peaked at $223K in Q4 2023. 375 funds tracked by Wall St. Rank hold VKTX as of Q1 2024.

  • JFG Wealth Management reported no remaining Viking Therapeutics position as of Q1 2024 after selling out during the quarter.
  • JFG Wealth Management sold 12,000 Viking Therapeutics shares in Q1 2024, an estimated $223K.
  • JFG Wealth Management first reported a position in Viking Therapeutics in Q4 2023 and held it in 1 quarter.
  • JFG Wealth Management's Viking Therapeutics position peaked at $223K in Q4 2023.
  • 375 funds tracked by Wall St. Rank held Viking Therapeutics as of Q1 2024.

Based on JFG Wealth Management's 13F filing for Q1 2024, filed 10 May 2024.