Beacon Harbor Wealth Advisors’s Victory Capital Holdings VCTR Stock Holding History

Beacon Harbor Wealth Advisors’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
2021 Q3	–	Sell	-131,125	Closed	-$4.23M	–	78
2021 Q2	$4.23M	Buy	+131,125	New	+$3.83M	1.52%	31

Other funds holding VCTR

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

SCP

Steamboat Capital Partners Rye, New York $468M AUM 80.81% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Beacon Harbor Wealth Advisors's VCTR Position: Q3 2021 in Review

Beacon Harbor Wealth Advisors sold out of Victory Capital Holdings (VCTR) in Q3 2021, closing a stake of 131,125 shares — an estimated $4.23M sold.

Beacon Harbor Wealth Advisors first reported a position in VCTR in Q2 2021 and held it in 1 quarter. The position peaked at $4.23M in Q2 2021. 107 funds tracked by Wall St. Rank hold VCTR as of Q3 2021.

Beacon Harbor Wealth Advisors reported no remaining Victory Capital Holdings position as of Q3 2021 after selling out during the quarter.
Beacon Harbor Wealth Advisors sold 131,125 Victory Capital Holdings shares in Q3 2021, an estimated $4.23M.
Beacon Harbor Wealth Advisors first reported a position in Victory Capital Holdings in Q2 2021 and held it in 1 quarter.
Beacon Harbor Wealth Advisors's Victory Capital Holdings position peaked at $4.23M in Q2 2021.
107 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q3 2021.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.