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Congress Wealth Management’s Vicor VICR Stock Holding History

Congress Wealth Management’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
2022
Q4 		– Sell
-48,241
Closed -$2.85M – 583
2022
Q3 		$2.85M Buy
48,241
+743
+2% +$49K 0.08% 238
2022
Q2 		$2.6M Buy
47,498
+690
+1% +$42.8K 0.07% 254
2022
Q1 		$3.3M Buy
46,808
+9,638
+26% +$866K 0.07% 256
2021
Q4 		$4.72M Buy
+37,170
New +$5.26M 0.09% 230

Other funds holding VICR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SRFM
Shannon River Fund Management New York $524M AUM 90.54% 1-Year Est. Return

Congress Wealth Management's VICR Position: Q4 2022 in Review

Congress Wealth Management sold out of Vicor (VICR) in Q4 2022, closing a stake of 48,241 shares — an estimated $2.85M sold.

Congress Wealth Management first reported a position in VICR in Q4 2021 and held it in 4 quarters. The position peaked at $4.72M in Q4 2021. 198 funds tracked by Wall St. Rank hold VICR as of Q4 2022.

  • Congress Wealth Management reported no remaining Vicor position as of Q4 2022 after selling out during the quarter.
  • Congress Wealth Management sold 48,241 Vicor shares in Q4 2022, an estimated $2.85M.
  • Congress Wealth Management first reported a position in Vicor in Q4 2021 and held it in 4 quarters.
  • Congress Wealth Management's Vicor position peaked at $4.72M in Q4 2021.
  • 198 funds tracked by Wall St. Rank held Vicor as of Q4 2022.

Based on Congress Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.