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TCI Wealth Advisors’s Viking Therapeutics VKTX Stock Holding History

TCI 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
2023
Q2 		– Sell
-300
Closed -$5K – 2170
2023
Q1 		$5K Hold
300
– – ﹤0.01% 1531
2022
Q4 		$2.82K Hold
300
– – ﹤0.01% 1886
2022
Q3 		$1K Hold
300
– – ﹤0.01% 2177
2022
Q2 		$1K Hold
300
– – ﹤0.01% 2216
2022
Q1 		$1K Sell
300
-840
-74% -$3.01K ﹤0.01% 2159
2021
Q4 		$5K Buy
1,140
+840
+280% +$4.71K ﹤0.01% 1731
2021
Q3 		$2K Hold
300
– – ﹤0.01% 2187
2021
Q2 		$2K Sell
300
-100
-25% -$594 ﹤0.01% 2112
2021
Q1 		$3K Hold
400
– – ﹤0.01% 1603
2020
Q4 		$2K Sell
400
-100
-20% -$606 ﹤0.01% 1288
2020
Q3 		$3K Sell
500
-400
-44% -$2.75K ﹤0.01% 1023
2020
Q2 		$6K Hold
900
– – ﹤0.01% 705
2020
Q1 		$4K Hold
900
– – ﹤0.01% 801
2019
Q4 		$7K Sell
900
-300
-25% -$2.19K ﹤0.01% 792
2019
Q3 		$8K Buy
1,200
+100
+9% +$743 ﹤0.01% 707
2019
Q2 		$9K Sell
1,100
-100
-8% -$855 ﹤0.01% 660
2019
Q1 		$12K Sell
1,200
-300
-20% -$2.51K 0.01% 603
2018
Q4 		$11K Buy
1,500
+300
+25% +$3.59K 0.01% 609
2018
Q3 		$21K Buy
1,200
+400
+50% +$4.76K 0.01% 497
2018
Q2 		$8K Buy
800
+500
+167% +$3.33K ﹤0.01% 691
2018
Q1 		$1K Buy
+300
New +$1.66K ﹤0.01% 1238

Other funds holding VKTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

TCI Wealth Advisors's VKTX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Viking Therapeutics (VKTX) in Q2 2023, closing a stake of 300 shares — an estimated $5K sold.

TCI Wealth Advisors first reported a position in VKTX in Q1 2018 and held it in 21 quarters. The position peaked at $21K in Q3 2018. 193 funds tracked by Wall St. Rank hold VKTX as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Viking Therapeutics position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 300 Viking Therapeutics shares in Q2 2023, an estimated $5K.
  • TCI Wealth Advisors first reported a position in Viking Therapeutics in Q1 2018 and held it in 21 quarters.
  • TCI Wealth Advisors's Viking Therapeutics position peaked at $21K in Q3 2018.
  • 193 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.