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Octagon Capital Advisors’s Viking Therapeutics VKTX Stock Holding History

Octagon Capital Advisors’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
2023
Q4 		– Sell
-375,000
Closed -$4.15M – 48
2023
Q3 		$4.15M Hold
375,000
– – 0.64% 29
2023
Q2 		$6.08M Hold
375,000
– – 0.85% 25
2023
Q1 		$6.24M Sell
375,000
-495,500
-57% -$5.12M 0.9% 20
2022
Q4 		$8.18M Buy
+870,500
New +$3.89M 1.27% 18

Other funds holding VKTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Octagon Capital Advisors's VKTX Position: Q4 2023 in Review

Octagon Capital Advisors sold out of Viking Therapeutics (VKTX) in Q4 2023, closing a stake of 375,000 shares — an estimated $4.15M sold.

Octagon Capital Advisors first reported a position in VKTX in Q4 2022 and held it in 4 quarters. The position peaked at $8.18M in Q4 2022. 197 funds tracked by Wall St. Rank hold VKTX as of Q4 2023.

  • Octagon Capital Advisors reported no remaining Viking Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Octagon Capital Advisors sold 375,000 Viking Therapeutics shares in Q4 2023, an estimated $4.15M.
  • Octagon Capital Advisors first reported a position in Viking Therapeutics in Q4 2022 and held it in 4 quarters.
  • Octagon Capital Advisors's Viking Therapeutics position peaked at $8.18M in Q4 2022.
  • 197 funds tracked by Wall St. Rank held Viking Therapeutics as of Q4 2023.

Based on Octagon Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.