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TFO Wealth Partners’s Viking Therapeutics VKTX Stock Holding History

TFO 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
2023
Q4 		– Sell
-11
Closed -$178 – 1093
2023
Q3 		$178 Buy
+11
New +$157 ﹤0.01% 858

Other funds holding VKTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFO Wealth Partners's VKTX Position: Q4 2023 in Review

TFO Wealth Partners sold out of Viking Therapeutics (VKTX) in Q4 2023, closing a stake of 11 shares — an estimated $178 sold.

TFO Wealth Partners first reported a position in VKTX in Q3 2023 and held it in 1 quarter. The position peaked at $178 in Q3 2023. 197 funds tracked by Wall St. Rank hold VKTX as of Q4 2023.

  • TFO Wealth Partners reported no remaining Viking Therapeutics position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 11 Viking Therapeutics shares in Q4 2023, an estimated $178.
  • TFO Wealth Partners first reported a position in Viking Therapeutics in Q3 2023 and held it in 1 quarter.
  • TFO Wealth Partners's Viking Therapeutics position peaked at $178 in Q3 2023.
  • 197 funds tracked by Wall St. Rank held Viking Therapeutics as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.