CastleKeep Investment Advisors
VCTR icon

CastleKeep Investment Advisors’s Victory Capital Holdings VCTR Stock Holding History

CastleKeep Investment 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
Q2 		– Sell
-21,317
Closed -$904K – 114
2024
Q1 		$904K Sell
21,317
-7,783
-27% -$287K 0.65% 58
2023
Q4 		$1M Buy
+29,100
New +$931K 0.71% 64

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VBA
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LSV Asset Management
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Fuller & Thaler Asset Management
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BG
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CastleKeep Investment Advisors's VCTR Position: Q2 2024 in Review

CastleKeep Investment Advisors sold out of Victory Capital Holdings (VCTR) in Q2 2024, closing a stake of 21,317 shares — an estimated $904K sold.

CastleKeep Investment Advisors first reported a position in VCTR in Q4 2023 and held it in 2 quarters. The position peaked at $1M in Q4 2023. 234 funds tracked by Wall St. Rank hold VCTR as of Q2 2024.

  • CastleKeep Investment Advisors reported no remaining Victory Capital Holdings position as of Q2 2024 after selling out during the quarter.
  • CastleKeep Investment Advisors sold 21,317 Victory Capital Holdings shares in Q2 2024, an estimated $904K.
  • CastleKeep Investment Advisors first reported a position in Victory Capital Holdings in Q4 2023 and held it in 2 quarters.
  • CastleKeep Investment Advisors's Victory Capital Holdings position peaked at $1M in Q4 2023.
  • 234 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2024.

Based on CastleKeep Investment Advisors's 13F filing for Q2 2024, filed 14 Feb 2025.