BIP Wealth’s VirnetX Holding Corp VHC Stock Holding History

BIP Wealth’s Portfolio VHC Stock Details VHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,506	Closed	-$28K	–	200
2023 Q3	$28K	Buy	5,506 +509	+10%	+$3.94K	﹤0.01%	179
2023 Q2	$46.5K	Buy	+4,997	New	+$61.4K	﹤0.01%	183

Other funds holding VHC

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

Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WJWM

Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

BIP Wealth's VHC Position: Q4 2023 in Review

BIP Wealth sold out of VirnetX Holding Corp (VHC) in Q4 2023, closing a stake of 5,506 shares — an estimated $28K sold.

BIP Wealth first reported a position in VHC in Q2 2023 and held it in 2 quarters. The position peaked at $46.5K in Q2 2023. 30 funds tracked by Wall St. Rank hold VHC as of Q4 2023.

BIP Wealth reported no remaining VirnetX Holding Corp position as of Q4 2023 after selling out during the quarter.
BIP Wealth sold 5,506 VirnetX Holding Corp shares in Q4 2023, an estimated $28K.
BIP Wealth first reported a position in VirnetX Holding Corp in Q2 2023 and held it in 2 quarters.
BIP Wealth's VirnetX Holding Corp position peaked at $46.5K in Q2 2023.
30 funds tracked by Wall St. Rank held VirnetX Holding Corp as of Q4 2023.

Based on BIP Wealth's 13F filing for Q4 2023, filed 2 Feb 2024.