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Mirabella Financial Services’s Viking Therapeutics VKTX Stock Holding History

Mirabella Financial Services’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
-7,839
Closed -$496K – 287
2024
Q3 		$496K Buy
7,839
+1,393
+22% +$81.7K 0.03% 136
2024
Q2 		$342K Buy
+6,446
New +$423K 0.02% 311
2023
Q1 		– Sell
-20,178
Closed -$190K – 601
2022
Q4 		$190K Buy
+20,178
New +$90.1K 0.02% 328

Other funds holding VKTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mirabella Financial Services's VKTX Position: Q4 2024 in Review

Mirabella Financial Services sold out of Viking Therapeutics (VKTX) in Q4 2024, closing a stake of 7,839 shares — an estimated $496K sold.

Mirabella Financial Services first reported a position in VKTX in Q4 2022 and held it in 3 quarters. The position peaked at $496K in Q3 2024. 408 funds tracked by Wall St. Rank hold VKTX as of Q4 2024.

  • Mirabella Financial Services reported no remaining Viking Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 7,839 Viking Therapeutics shares in Q4 2024, an estimated $496K.
  • Mirabella Financial Services first reported a position in Viking Therapeutics in Q4 2022 and held it in 3 quarters.
  • Mirabella Financial Services's Viking Therapeutics position peaked at $496K in Q3 2024.
  • 408 funds tracked by Wall St. Rank held Viking Therapeutics as of Q4 2024.

Based on Mirabella Financial Services's 13F filing for Q4 2024, filed 13 Feb 2025.