KPWS
OTLK icon

Kestra Private Wealth Services’s Outlook Therapeutics OTLK Stock Holding History

Kestra Private Wealth Services’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
2024
Q1 		– Sell
-525
Closed -$4.14K – 1343
2023
Q4 		$4.14K Buy
+525
New +$4.44K ﹤0.01% 1216

Other funds holding OTLK

TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
GPP
Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $630M AUM 108.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
VCIM
Velan Capital Investment Management Alpharetta, Georgia $160M AUM 517.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Kestra Private Wealth Services's OTLK Position: Q1 2024 in Review

Kestra Private Wealth Services sold out of Outlook Therapeutics (OTLK) in Q1 2024, closing a stake of 525 shares — an estimated $4.14K sold.

Kestra Private Wealth Services first reported a position in OTLK in Q4 2023 and held it in 1 quarter. The position peaked at $4.14K in Q4 2023. 56 funds tracked by Wall St. Rank hold OTLK as of Q1 2024.

  • Kestra Private Wealth Services reported no remaining Outlook Therapeutics position as of Q1 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 525 Outlook Therapeutics shares in Q1 2024, an estimated $4.14K.
  • Kestra Private Wealth Services first reported a position in Outlook Therapeutics in Q4 2023 and held it in 1 quarter.
  • Kestra Private Wealth Services's Outlook Therapeutics position peaked at $4.14K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q1 2024.

Based on Kestra Private Wealth Services's 13F filing for Q1 2024, filed 2 May 2024.