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Redwood Wealth Management Group’s Viking Therapeutics VKTX Stock Holding History

Redwood Wealth Management 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
2024
Q3 		– Sell
-100
Closed -$5.3K – 1059
2024
Q2 		$5.3K Buy
+100
New +$6.55K ﹤0.01% 728

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 $3.38T AUM 44.17% 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

Redwood Wealth Management Group's VKTX Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Viking Therapeutics (VKTX) in Q3 2024, closing a stake of 100 shares — an estimated $5.3K sold.

Redwood Wealth Management Group first reported a position in VKTX in Q2 2024 and held it in 1 quarter. The position peaked at $5.3K in Q2 2024. 422 funds tracked by Wall St. Rank hold VKTX as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Viking Therapeutics position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 100 Viking Therapeutics shares in Q3 2024, an estimated $5.3K.
  • Redwood Wealth Management Group first reported a position in Viking Therapeutics in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Viking Therapeutics position peaked at $5.3K in Q2 2024.
  • 422 funds tracked by Wall St. Rank held Viking Therapeutics as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.