TrinityPoint Wealth’s Outlook Therapeutics OTLK Stock Holding History

TrinityPoint Wealth’s Portfolio OTLK Stock Details OTLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-500	Closed	-$25K	–	315
2021 Q2	$25K	Buy	+500	New	+$23.2K	0.01%	264

Other funds holding OTLK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TrinityPoint Wealth's OTLK Position: Q3 2021 in Review

TrinityPoint Wealth sold out of Outlook Therapeutics (OTLK) in Q3 2021, closing a stake of 500 shares — an estimated $25K sold.

TrinityPoint Wealth first reported a position in OTLK in Q2 2021 and held it in 1 quarter. The position peaked at $25K in Q2 2021. 63 funds tracked by Wall St. Rank hold OTLK as of Q3 2021.

TrinityPoint Wealth reported no remaining Outlook Therapeutics position as of Q3 2021 after selling out during the quarter.
TrinityPoint Wealth sold 500 Outlook Therapeutics shares in Q3 2021, an estimated $25K.
TrinityPoint Wealth first reported a position in Outlook Therapeutics in Q2 2021 and held it in 1 quarter.
TrinityPoint Wealth's Outlook Therapeutics position peaked at $25K in Q2 2021.
63 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q3 2021.

Based on TrinityPoint Wealth's 13F filing for Q3 2021, filed 12 Nov 2021.