AAS
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Avantax Advisory Services’s Vicor VICR Stock Holding History

Avantax Advisory Services’s Portfolio VICR Stock Details VICR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,286
Closed -$307K – 1283
2021
Q3 		$307K Buy
+2,286
New +$273K 0.01% 918

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Advisory Services's VICR Position: Q4 2021 in Review

Avantax Advisory Services sold out of Vicor (VICR) in Q4 2021, closing a stake of 2,286 shares — an estimated $307K sold.

Avantax Advisory Services first reported a position in VICR in Q3 2021 and held it in 1 quarter. The position peaked at $307K in Q3 2021. 245 funds tracked by Wall St. Rank hold VICR as of Q4 2021.

  • Avantax Advisory Services reported no remaining Vicor position as of Q4 2021 after selling out during the quarter.
  • Avantax Advisory Services sold 2,286 Vicor shares in Q4 2021, an estimated $307K.
  • Avantax Advisory Services first reported a position in Vicor in Q3 2021 and held it in 1 quarter.
  • Avantax Advisory Services's Vicor position peaked at $307K in Q3 2021.
  • 245 funds tracked by Wall St. Rank held Vicor as of Q4 2021.

Based on Avantax Advisory Services's 13F filing for Q4 2021, filed 24 Jan 2022.