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Stratos Wealth Partners’s Viking Therapeutics VKTX Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-3,254
Closed -$206K – 1545
2024
Q3 		$206K Buy
+3,254
New +$191K ﹤0.01% 1330
2024
Q2 		– Sell
-3,135
Closed -$257K – 1450
2024
Q1 		$257K Buy
+3,135
New +$139K ﹤0.01% 1166
2018
Q2 		– Sell
-95
Closed – – 2534
2018
Q1 		$0 Buy
+95
New +$526 ﹤0.01% 3231

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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stratos Wealth Partners's VKTX Position: Q4 2024 in Review

Stratos Wealth Partners sold out of Viking Therapeutics (VKTX) in Q4 2024, closing a stake of 3,254 shares — an estimated $206K sold.

Stratos Wealth Partners first reported a position in VKTX in Q1 2018 and held it in 3 quarters. The position peaked at $257K in Q1 2024. 408 funds tracked by Wall St. Rank hold VKTX as of Q4 2024.

  • Stratos Wealth Partners reported no remaining Viking Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,254 Viking Therapeutics shares in Q4 2024, an estimated $206K.
  • Stratos Wealth Partners first reported a position in Viking Therapeutics in Q1 2018 and held it in 3 quarters.
  • Stratos Wealth Partners's Viking Therapeutics position peaked at $257K in Q1 2024.
  • 408 funds tracked by Wall St. Rank held Viking Therapeutics as of Q4 2024.

Based on Stratos Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.