Avion Wealth’s Victory Capital Holdings VCTR Stock Holding History

Avion Wealth’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
2023 Q4	–	Sell	-19	Closed	–	–	1356
2023 Q3	$0	Buy	+19	New	+$635	﹤0.01%	1216

Other funds holding VCTR

CPI

Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RCP

Reverence Capital Partners New York $474M AUM 13.34% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avion Wealth's VCTR Position: Q4 2023 in Review

Avion Wealth sold out of Victory Capital Holdings (VCTR) in Q4 2023, closing a stake of 19 shares.

Avion Wealth first reported a position in VCTR in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 214 funds tracked by Wall St. Rank hold VCTR as of Q4 2023.

Avion Wealth reported no remaining Victory Capital Holdings position as of Q4 2023 after selling out during the quarter.
Avion Wealth sold 19 Victory Capital Holdings shares in Q4 2023.
Avion Wealth first reported a position in Victory Capital Holdings in Q3 2023 and held it in 1 quarter.
Avion Wealth's Victory Capital Holdings position peaked at $0 in Q3 2023.
214 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q4 2023.

Based on Avion Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.