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Providence Wealth Advisors’s Viking Therapeutics VKTX Stock Holding History

Providence 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
2025
Q1 		– Sell
-5,000
Closed -$213K – 86
2024
Q4 		$213K Hold
5,000
– – 0.16% 73
2024
Q3 		$306K Hold
5,000
– – 0.23% 62
2024
Q2 		$282K Hold
5,000
– – 0.22% 65
2024
Q1 		$381K Buy
+5,000
New +$222K 0.33% 57

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Providence Wealth Advisors's VKTX Position: Q1 2025 in Review

Providence Wealth Advisors sold out of Viking Therapeutics (VKTX) in Q1 2025, closing a stake of 5,000 shares — an estimated $213K sold.

Providence Wealth Advisors first reported a position in VKTX in Q1 2024 and held it in 4 quarters. The position peaked at $381K in Q1 2024. 372 funds tracked by Wall St. Rank hold VKTX as of Q1 2025.

  • Providence Wealth Advisors reported no remaining Viking Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Providence Wealth Advisors sold 5,000 Viking Therapeutics shares in Q1 2025, an estimated $213K.
  • Providence Wealth Advisors first reported a position in Viking Therapeutics in Q1 2024 and held it in 4 quarters.
  • Providence Wealth Advisors's Viking Therapeutics position peaked at $381K in Q1 2024.
  • 372 funds tracked by Wall St. Rank held Viking Therapeutics as of Q1 2025.

Based on Providence Wealth Advisors's 13F filing for Q1 2025, filed 7 May 2025.