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LifeSteps Financial’s Viking Therapeutics VKTX Stock Holding History

LifeSteps Financial’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
Q2 		– Sell
-451
Closed -$37K – 402
2024
Q1 		$37K Buy
+451
New +$20.1K 0.03% 176

Other funds holding VKTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LifeSteps Financial's VKTX Position: Q2 2024 in Review

LifeSteps Financial sold out of Viking Therapeutics (VKTX) in Q2 2024, closing a stake of 451 shares — an estimated $37K sold.

LifeSteps Financial first reported a position in VKTX in Q1 2024 and held it in 1 quarter. The position peaked at $37K in Q1 2024. 387 funds tracked by Wall St. Rank hold VKTX as of Q2 2024.

  • LifeSteps Financial reported no remaining Viking Therapeutics position as of Q2 2024 after selling out during the quarter.
  • LifeSteps Financial sold 451 Viking Therapeutics shares in Q2 2024, an estimated $37K.
  • LifeSteps Financial first reported a position in Viking Therapeutics in Q1 2024 and held it in 1 quarter.
  • LifeSteps Financial's Viking Therapeutics position peaked at $37K in Q1 2024.
  • 387 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2024.

Based on LifeSteps Financial's 13F filing for Q2 2024, filed 17 Jul 2024.