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Signature Estate & Investment Advisors’s Outlook Therapeutics OTLK Stock Holding History

Signature Estate & Investment Advisors’s Portfolio OTLK Stock Details OTLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-787
Closed -$3K – 191
2023
Q3 		$3K Hold
787
– – ﹤0.01% 172
2023
Q2 		$27K Hold
787
– – ﹤0.01% 172
2023
Q1 		$17K Buy
+787
New +$17.6K ﹤0.01% 173

Other funds holding OTLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Signature Estate & Investment Advisors's OTLK Position: Q4 2023 in Review

Signature Estate & Investment Advisors sold out of Outlook Therapeutics (OTLK) in Q4 2023, closing a stake of 787 shares — an estimated $3K sold.

Signature Estate & Investment Advisors first reported a position in OTLK in Q1 2023 and held it in 3 quarters. The position peaked at $27K in Q2 2023. 87 funds tracked by Wall St. Rank hold OTLK as of Q4 2023.

  • Signature Estate & Investment Advisors reported no remaining Outlook Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 787 Outlook Therapeutics shares in Q4 2023, an estimated $3K.
  • Signature Estate & Investment Advisors first reported a position in Outlook Therapeutics in Q1 2023 and held it in 3 quarters.
  • Signature Estate & Investment Advisors's Outlook Therapeutics position peaked at $27K in Q2 2023.
  • 87 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q4 2023.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.