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Summit Financial Wealth Advisors’s Viking Therapeutics VKTX Stock Holding History

Summit Financial Wealth Advisors’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
-4,095
Closed -$217K – 154
2024
Q2 		$217K Buy
4,095
+1,100
+37% +$72.1K 0.04% 130
2024
Q1 		$246K Sell
2,995
-36,602
-92% -$1.63M 0.05% 117
2023
Q4 		$737K Hold
39,597
– – 0.17% 63
2023
Q3 		$409K Hold
39,597
– – 0.1% 82
2023
Q2 		$642K Buy
39,597
+5,607
+16% +$117K 0.15% 69
2023
Q1 		$566K Buy
33,990
+1,466
+5% +$15.1K 0.13% 76
2022
Q4 		$306K Hold
32,524
– – 0.07% 108
2022
Q3 		$131K Hold
32,524
– – 0.04% 121
2022
Q2 		$107K Buy
32,524
+9,450
+41% +$23.4K 0.03% 130
2022
Q1 		$69K Buy
23,074
+4,395
+24% +$15.8K 0.01% 130
2021
Q4 		$86K Hold
18,679
– – 0.02% 139
2021
Q3 		$117K Hold
18,679
– – 0.03% 128
2021
Q2 		$112K Buy
18,679
+800
+4% +$4.75K 0.03% 125
2021
Q1 		$101K Buy
17,879
+3,200
+22% +$22.5K 0.03% 112
2020
Q4 		$85K Sell
14,679
-200
-1% -$1.21K 0.02% 99
2020
Q3 		$83K Buy
+14,879
New +$102K 0.02% 116

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Summit Financial Wealth Advisors's VKTX Position: Q3 2024 in Review

Summit Financial Wealth Advisors sold out of Viking Therapeutics (VKTX) in Q3 2024, closing a stake of 4,095 shares — an estimated $217K sold.

Summit Financial Wealth Advisors first reported a position in VKTX in Q3 2020 and held it in 16 quarters. The position peaked at $737K in Q4 2023. 422 funds tracked by Wall St. Rank hold VKTX as of Q3 2024.

  • Summit Financial Wealth Advisors reported no remaining Viking Therapeutics position as of Q3 2024 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 4,095 Viking Therapeutics shares in Q3 2024, an estimated $217K.
  • Summit Financial Wealth Advisors first reported a position in Viking Therapeutics in Q3 2020 and held it in 16 quarters.
  • Summit Financial Wealth Advisors's Viking Therapeutics position peaked at $737K in Q4 2023.
  • 422 funds tracked by Wall St. Rank held Viking Therapeutics as of Q3 2024.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.