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Capital Performance Advisors’s Victory Capital Holdings VCTR Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-59
Closed -$3.27K – 2586
2024
Q3 		$3.27K Buy
+59
New +$3.05K ﹤0.01% 1315

Other funds holding VCTR

CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Capital Performance Advisors's VCTR Position: Q4 2024 in Review

Capital Performance Advisors sold out of Victory Capital Holdings (VCTR) in Q4 2024, closing a stake of 59 shares — an estimated $3.27K sold.

Capital Performance Advisors first reported a position in VCTR in Q3 2024 and held it in 1 quarter. The position peaked at $3.27K in Q3 2024. 276 funds tracked by Wall St. Rank hold VCTR as of Q4 2024.

  • Capital Performance Advisors reported no remaining Victory Capital Holdings position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 59 Victory Capital Holdings shares in Q4 2024, an estimated $3.27K.
  • Capital Performance Advisors first reported a position in Victory Capital Holdings in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Victory Capital Holdings position peaked at $3.27K in Q3 2024.
  • 276 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.