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Opal Wealth Advisors’s Viking Therapeutics VKTX Stock Holding History

Opal Wealth 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
2024
Q3 		– Sell
-86
Closed -$4.56K – 1138
2024
Q2 		$4.56K Buy
86
+61
+244% +$4K ﹤0.01% 822
2024
Q1 		$2.05K Buy
+25
New +$1.11K ﹤0.01% 294

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Opal Wealth Advisors's VKTX Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Viking Therapeutics (VKTX) in Q3 2024, closing a stake of 86 shares — an estimated $4.56K sold.

Opal Wealth Advisors first reported a position in VKTX in Q1 2024 and held it in 2 quarters. The position peaked at $4.56K in Q2 2024. 422 funds tracked by Wall St. Rank hold VKTX as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Viking Therapeutics position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 86 Viking Therapeutics shares in Q3 2024, an estimated $4.56K.
  • Opal Wealth Advisors first reported a position in Viking Therapeutics in Q1 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's Viking Therapeutics position peaked at $4.56K in Q2 2024.
  • 422 funds tracked by Wall St. Rank held Viking Therapeutics as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.