Baystate Wealth Management’s Vicor VICR Stock Holding History

Baystate Wealth Management’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
2020 Q4	–	Sell	-42	Closed	-$3K	–	767
2020 Q3	$3K	Sell	42 -43	-51%	-$3.42K	﹤0.01%	511
2020 Q2	$6K	Sell	85 -85	-50%	-$4.77K	﹤0.01%	448
2020 Q1	$8K	Sell	170 -169	-50%	-$8.01K	﹤0.01%	395
2019 Q4	$16K	Hold	339	–	–	﹤0.01%	350
2019 Q3	$10K	Hold	339	–	–	﹤0.01%	365
2019 Q2	$11K	Hold	339	–	–	﹤0.01%	368
2019 Q1	$13K	Hold	339	–	–	﹤0.01%	357
2018 Q4	$16K	Hold	339	–	–	﹤0.01%	328
2018 Q3	$12K	Buy	339 +87	+35%	+$4.78K	﹤0.01%	360
2018 Q2	$12K	Buy	+252	New	+$9.74K	﹤0.01%	352

Other funds holding VICR

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baystate Wealth Management's VICR Position: Q4 2020 in Review

Baystate Wealth Management sold out of Vicor (VICR) in Q4 2020, closing a stake of 42 shares — an estimated $3K sold.

Baystate Wealth Management first reported a position in VICR in Q2 2018 and held it in 10 quarters. The position peaked at $16K in Q4 2019. 194 funds tracked by Wall St. Rank hold VICR as of Q4 2020.

Baystate Wealth Management reported no remaining Vicor position as of Q4 2020 after selling out during the quarter.
Baystate Wealth Management sold 42 Vicor shares in Q4 2020, an estimated $3K.
Baystate Wealth Management first reported a position in Vicor in Q2 2018 and held it in 10 quarters.
Baystate Wealth Management's Vicor position peaked at $16K in Q4 2019.
194 funds tracked by Wall St. Rank held Vicor as of Q4 2020.

Based on Baystate Wealth Management's 13F filing for Q4 2020, filed 15 Jan 2021.