AWE
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Avidian Wealth Enterprises’s Vicor VICR Stock Holding History

Avidian Wealth Enterprises’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
-4,000
Closed -$537K – 566
2021
Q3 		$537K Hold
4,000
– – 0.04% 205
2021
Q2 		$423K Buy
4,000
+1,500
+60% +$133K 0.03% 254
2021
Q1 		$213K Hold
2,500
– – 0.02% 333
2020
Q4 		$231K Buy
+2,500
New +$210K 0.02% 282

Other funds holding VICR

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
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

Avidian Wealth Enterprises's VICR Position: Q4 2021 in Review

Avidian Wealth Enterprises sold out of Vicor (VICR) in Q4 2021, closing a stake of 4,000 shares — an estimated $537K sold.

Avidian Wealth Enterprises first reported a position in VICR in Q4 2020 and held it in 4 quarters. The position peaked at $537K in Q3 2021. 245 funds tracked by Wall St. Rank hold VICR as of Q4 2021.

  • Avidian Wealth Enterprises reported no remaining Vicor position as of Q4 2021 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 4,000 Vicor shares in Q4 2021, an estimated $537K.
  • Avidian Wealth Enterprises first reported a position in Vicor in Q4 2020 and held it in 4 quarters.
  • Avidian Wealth Enterprises's Vicor position peaked at $537K in Q3 2021.
  • 245 funds tracked by Wall St. Rank held Vicor as of Q4 2021.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2021, filed 14 Feb 2022.