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Stratos Wealth Advisors’s Outlook Therapeutics OTLK Stock Holding History

Stratos 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
Q1 		– Sell
-850
Closed -$6.7K – 710
2023
Q4 		$6.7K Hold
850
– – ﹤0.01% 683
2023
Q3 		$3.76K Hold
850
– – ﹤0.01% 666
2023
Q2 		$29.6K Buy
+850
New +$23.2K ﹤0.01% 620

Other funds holding OTLK

TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
GPP
Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $630M AUM 108.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
VCIM
Velan Capital Investment Management Alpharetta, Georgia $160M AUM 517.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Stratos Wealth Advisors's OTLK Position: Q1 2024 in Review

Stratos Wealth Advisors sold out of Outlook Therapeutics (OTLK) in Q1 2024, closing a stake of 850 shares — an estimated $6.7K sold.

Stratos Wealth Advisors first reported a position in OTLK in Q2 2023 and held it in 3 quarters. The position peaked at $29.6K in Q2 2023. 56 funds tracked by Wall St. Rank hold OTLK as of Q1 2024.

  • Stratos Wealth Advisors reported no remaining Outlook Therapeutics position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 850 Outlook Therapeutics shares in Q1 2024, an estimated $6.7K.
  • Stratos Wealth Advisors first reported a position in Outlook Therapeutics in Q2 2023 and held it in 3 quarters.
  • Stratos Wealth Advisors's Outlook Therapeutics position peaked at $29.6K in Q2 2023.
  • 56 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q1 2024.

Based on Stratos Wealth Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.