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Pathstone Family Office’s Viking Therapeutics VKTX Stock Holding History

Pathstone Family Office’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
Q2 		– Sell
-13,915
Closed -$232K – 1318
2023
Q1 		$232K Buy
+13,915
New +$144K ﹤0.01% 1026

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Pathstone Family Office's VKTX Position: Q2 2023 in Review

Pathstone Family Office sold out of Viking Therapeutics (VKTX) in Q2 2023, closing a stake of 13,915 shares — an estimated $232K sold.

Pathstone Family Office first reported a position in VKTX in Q1 2023 and held it in 1 quarter. The position peaked at $232K in Q1 2023. 193 funds tracked by Wall St. Rank hold VKTX as of Q2 2023.

  • Pathstone Family Office reported no remaining Viking Therapeutics position as of Q2 2023 after selling out during the quarter.
  • Pathstone Family Office sold 13,915 Viking Therapeutics shares in Q2 2023, an estimated $232K.
  • Pathstone Family Office first reported a position in Viking Therapeutics in Q1 2023 and held it in 1 quarter.
  • Pathstone Family Office's Viking Therapeutics position peaked at $232K in Q1 2023.
  • 193 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2023.

Based on Pathstone Family Office's 13F filing for Q2 2023, filed 14 Aug 2023.