KW
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KWB Wealth’s Outlook Therapeutics OTLK Stock Holding History

KWB Wealth’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
-1,044
Closed -$8.22K – 135
2023
Q4 		$8.22K Buy
1,044
+224
+27% +$1.89K ﹤0.01% 129
2023
Q3 		$28.5K Hold
820
– – ﹤0.01% 123
2023
Q2 		$28.5K Sell
820
-288
-26% -$7.85K ﹤0.01% 124
2023
Q1 		$23.9K Buy
+1,108
New +$24.8K ﹤0.01% 119
2022
Q4 		– Sell
-820
Closed -$20K – 121
2022
Q3 		$20K Hold
820
– – ﹤0.01% 104
2022
Q2 		$17K Sell
820
-544
-40% -$15.6K ﹤0.01% 103
2022
Q1 		$37K Hold
1,364
– – 0.01% 90
2021
Q4 		$37K Buy
+1,364
New +$48.7K 0.01% 90

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

KWB Wealth's OTLK Position: Q1 2024 in Review

KWB Wealth sold out of Outlook Therapeutics (OTLK) in Q1 2024, closing a stake of 1,044 shares — an estimated $8.22K sold.

KWB Wealth first reported a position in OTLK in Q4 2021 and held it in 8 quarters. The position peaked at $37K in Q1 2022. 56 funds tracked by Wall St. Rank hold OTLK as of Q1 2024.

  • KWB Wealth reported no remaining Outlook Therapeutics position as of Q1 2024 after selling out during the quarter.
  • KWB Wealth sold 1,044 Outlook Therapeutics shares in Q1 2024, an estimated $8.22K.
  • KWB Wealth first reported a position in Outlook Therapeutics in Q4 2021 and held it in 8 quarters.
  • KWB Wealth's Outlook Therapeutics position peaked at $37K in Q1 2022.
  • 56 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q1 2024.

Based on KWB Wealth's 13F filing for Q1 2024, filed 19 Apr 2024.