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SOA Wealth Advisors’s Outlook Therapeutics OTLK Stock Holding History

SOA Wealth 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
2024
Q4 		– Sell
-300
Closed -$1.6K – 893
2024
Q3 		$1.6K Hold
300
– – ﹤0.01% 690
2024
Q2 		$2.21K Hold
300
– – ﹤0.01% 663
2024
Q1 		$3.58K Buy
+300
New +$2.43K ﹤0.01% 645
2023
Q4 		– Sell
-175
Closed -$774 – 936
2023
Q3 		$774 Buy
+175
New +$3.87K ﹤0.01% 793

Other funds holding OTLK

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SOA Wealth Advisors's OTLK Position: Q4 2024 in Review

SOA Wealth Advisors sold out of Outlook Therapeutics (OTLK) in Q4 2024, closing a stake of 300 shares — an estimated $1.6K sold.

SOA Wealth Advisors first reported a position in OTLK in Q3 2023 and held it in 4 quarters. The position peaked at $3.58K in Q1 2024. 61 funds tracked by Wall St. Rank hold OTLK as of Q4 2024.

  • SOA Wealth Advisors reported no remaining Outlook Therapeutics position as of Q4 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 300 Outlook Therapeutics shares in Q4 2024, an estimated $1.6K.
  • SOA Wealth Advisors first reported a position in Outlook Therapeutics in Q3 2023 and held it in 4 quarters.
  • SOA Wealth Advisors's Outlook Therapeutics position peaked at $3.58K in Q1 2024.
  • 61 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q4 2024.

Based on SOA Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.