WIA
VKTX icon

Wetzel Investment Advisors’s Viking Therapeutics VKTX Stock Holding History

Wetzel Investment Advisors’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
Q4 		– Sell
-3,500
Closed -$222K – 127
2024
Q3 		$222K Buy
3,500
+400
+13% +$23.5K 0.11% 113
2024
Q2 		$254K Sell
3,100
-500
-14% -$32.8K 0.15% 98
2024
Q1 		$233K Buy
3,600
+1,600
+80% +$71.2K 0.14% 102
2023
Q4 		$37K Buy
+2,000
New +$26.2K 0.02% 285

Other funds holding VKTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wetzel Investment Advisors's VKTX Position: Q4 2024 in Review

Wetzel Investment Advisors sold out of Viking Therapeutics (VKTX) in Q4 2024, closing a stake of 3,500 shares — an estimated $222K sold.

Wetzel Investment Advisors first reported a position in VKTX in Q4 2023 and held it in 4 quarters. The position peaked at $254K in Q2 2024. 408 funds tracked by Wall St. Rank hold VKTX as of Q4 2024.

  • Wetzel Investment Advisors reported no remaining Viking Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 3,500 Viking Therapeutics shares in Q4 2024, an estimated $222K.
  • Wetzel Investment Advisors first reported a position in Viking Therapeutics in Q4 2023 and held it in 4 quarters.
  • Wetzel Investment Advisors's Viking Therapeutics position peaked at $254K in Q2 2024.
  • 408 funds tracked by Wall St. Rank held Viking Therapeutics as of Q4 2024.

Based on Wetzel Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.