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Castle Wealth Management’s VICI Properties VICI Stock Holding History

Castle Wealth Management’s Portfolio VICI Stock Details VICI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-62
Closed -$2K – 614
2022
Q3 		$2K Hold
62
– – ﹤0.01% 599
2022
Q2 		$2K Buy
+62
New +$1.83K ﹤0.01% 596

Other funds holding VICI

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Castle Wealth Management's VICI Position: Q4 2022 in Review

Castle Wealth Management sold out of VICI Properties (VICI) in Q4 2022, closing a stake of 62 shares — an estimated $2K sold.

Castle Wealth Management first reported a position in VICI in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 729 funds tracked by Wall St. Rank hold VICI as of Q4 2022.

  • Castle Wealth Management reported no remaining VICI Properties position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 62 VICI Properties shares in Q4 2022, an estimated $2K.
  • Castle Wealth Management first reported a position in VICI Properties in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's VICI Properties position peaked at $2K in Q3 2022.
  • 729 funds tracked by Wall St. Rank held VICI Properties as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.