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LJI Wealth Management’s Viking Therapeutics VKTX Stock Holding History

LJI 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
Q4 		– Sell
-18,400
Closed -$1.16M – 199
2024
Q3 		$1.16M Sell
18,400
-11,800
-39% -$692K 0.24% 51
2024
Q2 		$1.6M Buy
+30,200
New +$1.98M 0.35% 36

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LJI Wealth Management's VKTX Position: Q4 2024 in Review

LJI Wealth Management sold out of Viking Therapeutics (VKTX) in Q4 2024, closing a stake of 18,400 shares — an estimated $1.16M sold.

LJI Wealth Management first reported a position in VKTX in Q2 2024 and held it in 2 quarters. The position peaked at $1.6M in Q2 2024. 408 funds tracked by Wall St. Rank hold VKTX as of Q4 2024.

  • LJI Wealth Management reported no remaining Viking Therapeutics position as of Q4 2024 after selling out during the quarter.
  • LJI Wealth Management sold 18,400 Viking Therapeutics shares in Q4 2024, an estimated $1.16M.
  • LJI Wealth Management first reported a position in Viking Therapeutics in Q2 2024 and held it in 2 quarters.
  • LJI Wealth Management's Viking Therapeutics position peaked at $1.6M in Q2 2024.
  • 408 funds tracked by Wall St. Rank held Viking Therapeutics as of Q4 2024.

Based on LJI Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.