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Tradition Wealth Management’s Viking Therapeutics VKTX Stock Holding History

Tradition 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
Q1 		– Sell
-299
Closed -$6K – 1164
2023
Q4 		$6K Hold
299
– – ﹤0.01% 1125
2023
Q3 		$3K Hold
299
– – ﹤0.01% 1341
2023
Q2 		$5K Hold
299
– – ﹤0.01% 1226
2023
Q1 		$5K Buy
+299
New +$3.09K ﹤0.01% 1169

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Tradition Wealth Management's VKTX Position: Q1 2024 in Review

Tradition Wealth Management sold out of Viking Therapeutics (VKTX) in Q1 2024, closing a stake of 299 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in VKTX in Q1 2023 and held it in 4 quarters. The position peaked at $6K in Q4 2023. 375 funds tracked by Wall St. Rank hold VKTX as of Q1 2024.

  • Tradition Wealth Management reported no remaining Viking Therapeutics position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 299 Viking Therapeutics shares in Q1 2024, an estimated $6K.
  • Tradition Wealth Management first reported a position in Viking Therapeutics in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's Viking Therapeutics position peaked at $6K in Q4 2023.
  • 375 funds tracked by Wall St. Rank held Viking Therapeutics as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.