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Marshall Financial Group (Pennsylvania)’s Outlook Therapeutics OTLK Stock Holding History

Marshall Financial Group (Pennsylvania)’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
-594
Closed -$4.68K – 58
2023
Q4 		$4.68K Hold
594
– – ﹤0.01% 53
2023
Q3 		$2.62K Hold
594
– – ﹤0.01% 48
2023
Q2 		$20.7K Hold
594
– – 0.01% 50
2023
Q1 		$12.9K Hold
594
– – 0.01% 51
2022
Q4 		$12.8K Hold
594
– – 0.01% 51
2022
Q3 		$14K Hold
594
– – 0.01% 53
2022
Q2 		$12K Hold
594
– – 0.01% 54
2022
Q1 		$21K Hold
594
– – 0.01% 57
2021
Q4 		$16K Hold
594
– – 0.01% 59
2021
Q3 		$26K Hold
594
– – 0.01% 60
2021
Q2 		$30K Hold
594
– – 0.01% 58
2021
Q1 		$27K Hold
594
– – 0.01% 56
2020
Q4 		$15K Hold
594
– – 0.01% 56
2020
Q3 		$9K Buy
+594
New +$13.2K 0.01% 53
2019
Q1 		– Sell
-94
Closed -$8K – 52
2018
Q4 		$8K Buy
+94
New +$11.6K 0.01% 51

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

Marshall Financial Group (Pennsylvania)'s OTLK Position: Q1 2024 in Review

Marshall Financial Group (Pennsylvania) sold out of Outlook Therapeutics (OTLK) in Q1 2024, closing a stake of 594 shares — an estimated $4.68K sold.

Marshall Financial Group (Pennsylvania) first reported a position in OTLK in Q4 2018 and held it in 15 quarters. The position peaked at $30K in Q2 2021. 56 funds tracked by Wall St. Rank hold OTLK as of Q1 2024.

  • Marshall Financial Group (Pennsylvania) reported no remaining Outlook Therapeutics position as of Q1 2024 after selling out during the quarter.
  • Marshall Financial Group (Pennsylvania) sold 594 Outlook Therapeutics shares in Q1 2024, an estimated $4.68K.
  • Marshall Financial Group (Pennsylvania) first reported a position in Outlook Therapeutics in Q4 2018 and held it in 15 quarters.
  • Marshall Financial Group (Pennsylvania)'s Outlook Therapeutics position peaked at $30K in Q2 2021.
  • 56 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q1 2024.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q1 2024, filed 9 May 2024.