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Atria Wealth Solutions’s Victory Capital Holdings VCTR Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-5,182
Closed -$220K – 2070
2024
Q1 		$220K Buy
+5,182
New +$191K ﹤0.01% 1766

Other funds holding VCTR

CPI
Crestview Partners II New York $235M AUM 38.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return

Atria Wealth Solutions's VCTR Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Victory Capital Holdings (VCTR) in Q2 2024, closing a stake of 5,182 shares — an estimated $220K sold.

Atria Wealth Solutions first reported a position in VCTR in Q1 2024 and held it in 1 quarter. The position peaked at $220K in Q1 2024. 234 funds tracked by Wall St. Rank hold VCTR as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Victory Capital Holdings position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,182 Victory Capital Holdings shares in Q2 2024, an estimated $220K.
  • Atria Wealth Solutions first reported a position in Victory Capital Holdings in Q1 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Victory Capital Holdings position peaked at $220K in Q1 2024.
  • 234 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.