Carolinas Wealth Consulting’s Vicor VICR Stock Holding History

Carolinas Wealth Consulting’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
2024 Q2	–	Sell	-12	Closed	-$463	–	1080
2024 Q1	$463	Buy	+12	New	+$466	﹤0.01%	990

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Carolinas Wealth Consulting's VICR Position: Q2 2024 in Review

Carolinas Wealth Consulting sold out of Vicor (VICR) in Q2 2024, closing a stake of 12 shares — an estimated $463 sold.

Carolinas Wealth Consulting first reported a position in VICR in Q1 2024 and held it in 1 quarter. The position peaked at $463 in Q1 2024. 170 funds tracked by Wall St. Rank hold VICR as of Q2 2024.

Carolinas Wealth Consulting reported no remaining Vicor position as of Q2 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 12 Vicor shares in Q2 2024, an estimated $463.
Carolinas Wealth Consulting first reported a position in Vicor in Q1 2024 and held it in 1 quarter.
Carolinas Wealth Consulting's Vicor position peaked at $463 in Q1 2024.
170 funds tracked by Wall St. Rank held Vicor as of Q2 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2024, filed 12 Aug 2024.