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Vista Finance’s Outlook Therapeutics OTLK Stock Holding History

Vista Finance’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
2023
Q2 		– Sell
-10,882
Closed -$237K – 26
2023
Q1 		$237K Sell
10,882
-2,999
-22% -$67.1K 0.34% 20
2022
Q4 		$300K Sell
13,881
-5,997
-30% -$130K 0.42% 19
2022
Q3 		$485K Sell
19,878
-31,141
-61% -$724K 0.59% 20
2022
Q2 		$1.04M Buy
51,019
+1,837
+4% +$52.8K 1.36% 17
2022
Q1 		$1.75M Buy
+49,182
New +$1.54M 2.59% 10

Other funds holding OTLK

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
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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Vista Finance's OTLK Position: Q2 2023 in Review

Vista Finance sold out of Outlook Therapeutics (OTLK) in Q2 2023, closing a stake of 10,882 shares — an estimated $237K sold.

Vista Finance first reported a position in OTLK in Q1 2022 and held it in 5 quarters. The position peaked at $1.75M in Q1 2022. 87 funds tracked by Wall St. Rank hold OTLK as of Q2 2023.

  • Vista Finance reported no remaining Outlook Therapeutics position as of Q2 2023 after selling out during the quarter.
  • Vista Finance sold 10,882 Outlook Therapeutics shares in Q2 2023, an estimated $237K.
  • Vista Finance first reported a position in Outlook Therapeutics in Q1 2022 and held it in 5 quarters.
  • Vista Finance's Outlook Therapeutics position peaked at $1.75M in Q1 2022.
  • 87 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q2 2023.

Based on Vista Finance's 13F filing for Q2 2023, filed 10 Aug 2023.