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Sugarloaf Wealth Management’s Viking Therapeutics VKTX Stock Holding History

Sugarloaf Wealth Management’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
Q3 		– Sell
-57
Closed -$3.02K – 715
2024
Q2 		$3.02K Hold
57
– – ﹤0.01% 562
2024
Q1 		$4.67K Buy
+57
New +$2.54K ﹤0.01% 543

Other funds holding VKTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sugarloaf Wealth Management's VKTX Position: Q3 2024 in Review

Sugarloaf Wealth Management sold out of Viking Therapeutics (VKTX) in Q3 2024, closing a stake of 57 shares — an estimated $3.02K sold.

Sugarloaf Wealth Management first reported a position in VKTX in Q1 2024 and held it in 2 quarters. The position peaked at $4.67K in Q1 2024. 422 funds tracked by Wall St. Rank hold VKTX as of Q3 2024.

  • Sugarloaf Wealth Management reported no remaining Viking Therapeutics position as of Q3 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 57 Viking Therapeutics shares in Q3 2024, an estimated $3.02K.
  • Sugarloaf Wealth Management first reported a position in Viking Therapeutics in Q1 2024 and held it in 2 quarters.
  • Sugarloaf Wealth Management's Viking Therapeutics position peaked at $4.67K in Q1 2024.
  • 422 funds tracked by Wall St. Rank held Viking Therapeutics as of Q3 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.