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Sowell Financial Services’s Viking Therapeutics VKTX Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-1,393
Closed -$8K – 2668
2021
Q1 		$8K Buy
1,393
+146
+12% +$1.03K ﹤0.01% 2425
2020
Q4 		$7K Sell
1,247
-613
-33% -$3.71K ﹤0.01% 2179
2020
Q3 		$11K Hold
1,860
– – ﹤0.01% 1791
2020
Q2 		$13K Buy
1,860
+575
+45% +$3.82K ﹤0.01% 1610
2020
Q1 		$6K Sell
1,285
-30
-2% -$184 ﹤0.01% 1789
2019
Q4 		$11K Sell
1,315
-395
-23% -$2.88K ﹤0.01% 1666
2019
Q3 		$12K Buy
+1,710
New +$12.7K ﹤0.01% 1483

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State Street
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Vanguard Group
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PWAM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return