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Valeo Financial Advisors’s Outlook Therapeutics OTLK Stock Holding History

Valeo Financial Advisors’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
Q2 		– Sell
-50
Closed -$2K – 1403
2021
Q1 		$2K Buy
+50
New +$1.92K ﹤0.01% 1816

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LA
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Geode Capital Management
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Valeo Financial Advisors's OTLK Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Outlook Therapeutics (OTLK) in Q2 2021, closing a stake of 50 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in OTLK in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 63 funds tracked by Wall St. Rank hold OTLK as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Outlook Therapeutics position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 50 Outlook Therapeutics shares in Q2 2021, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Outlook Therapeutics in Q1 2021 and held it in 1 quarter.
  • Valeo Financial Advisors's Outlook Therapeutics position peaked at $2K in Q1 2021.
  • 63 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.