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Advisory Research’s Victory Capital Holdings VCTR Stock Holding History

Advisory Research’s Portfolio VCTR Stock Details VCTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-27,392
Closed -$943K – 319
2023
Q4 		$943K Sell
27,392
-71,235
-72% -$2.28M 0.15% 166
2023
Q3 		$3.29M Buy
98,627
+3,662
+4% +$122K 0.46% 51
2023
Q2 		$3M Buy
94,965
+64,593
+213% +$1.99M 0.38% 69
2023
Q1 		$889K Buy
30,372
+14,038
+86% +$427K 0.15% 176
2022
Q4 		$438K Buy
+16,334
New +$459K 0.04% 265
2020
Q3 		– Sell
-83,228
Closed -$1.43M – 345
2020
Q2 		$1.43M Buy
83,228
+4,724
+6% +$74.1K 0.13% 137
2020
Q1 		$1.28M Sell
78,504
-16,130
-17% -$316K 0.09% 115
2019
Q4 		$1.98M Buy
94,634
+32,884
+53% +$597K 0.09% 124
2019
Q3 		$950K Buy
61,750
+1,306
+2% +$22.4K 0.05% 196
2019
Q2 		$1.04M Sell
60,444
-786
-1% -$13K 0.02% 249
2019
Q1 		$920K Buy
+61,230
New +$746K 0.02% 252

Other funds holding VCTR

CPI
Crestview Partners II New York $341M AUM 17.29% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return

Advisory Research's VCTR Position: Q1 2024 in Review

Advisory Research sold out of Victory Capital Holdings (VCTR) in Q1 2024, closing a stake of 27,392 shares — an estimated $943K sold.

Advisory Research first reported a position in VCTR in Q1 2019 and held it in 11 quarters. The position peaked at $3.29M in Q3 2023. 228 funds tracked by Wall St. Rank hold VCTR as of Q1 2024.

  • Advisory Research reported no remaining Victory Capital Holdings position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 27,392 Victory Capital Holdings shares in Q1 2024, an estimated $943K.
  • Advisory Research first reported a position in Victory Capital Holdings in Q1 2019 and held it in 11 quarters.
  • Advisory Research's Victory Capital Holdings position peaked at $3.29M in Q3 2023.
  • 228 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.