Next Financial Group’s Viking Therapeutics VKTX Stock Holding History

Next Financial Group’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
2020 Q1	–	Sell	-1,075	Closed	-$9K	–	2426
2019 Q4	$9K	Hold	1,075	–	–	﹤0.01%	1825
2019 Q3	$7K	Hold	1,075	–	–	﹤0.01%	1836
2019 Q2	$9K	Buy	1,075 +375	+54%	+$3.2K	﹤0.01%	1730
2019 Q1	$7K	Buy	+700	New	+$5.86K	﹤0.01%	1199

Other funds holding VKTX

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SCM

Sio Capital Management New York $604M AUM 96.57% 1-Year Est. Return

Next Financial Group's VKTX Position: Q1 2020 in Review

Next Financial Group sold out of Viking Therapeutics (VKTX) in Q1 2020, closing a stake of 1,075 shares — an estimated $9K sold.

Next Financial Group first reported a position in VKTX in Q1 2019 and held it in 4 quarters. The position peaked at $9K in Q4 2019. 137 funds tracked by Wall St. Rank hold VKTX as of Q1 2020.

Next Financial Group reported no remaining Viking Therapeutics position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 1,075 Viking Therapeutics shares in Q1 2020, an estimated $9K.
Next Financial Group first reported a position in Viking Therapeutics in Q1 2019 and held it in 4 quarters.
Next Financial Group's Viking Therapeutics position peaked at $9K in Q4 2019.
137 funds tracked by Wall St. Rank held Viking Therapeutics as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.