Congress Wealth Management
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Congress Wealth Management’s V2X VVX Stock Holding History

Congress Wealth Management’s Portfolio VVX Stock Details VVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-48,748
Closed -$2.23M – 648
2021
Q4 		$2.23M Buy
+48,748
New +$2.31M 0.04% 300

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Vanguard Group
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Polar Asset Management Partners
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State Street
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Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Congress Wealth Management's VVX Position: Q1 2022 in Review

Congress Wealth Management sold out of V2X (VVX) in Q1 2022, closing a stake of 48,748 shares — an estimated $2.23M sold.

Congress Wealth Management first reported a position in VVX in Q4 2021 and held it in 1 quarter. The position peaked at $2.23M in Q4 2021. 153 funds tracked by Wall St. Rank hold VVX as of Q1 2022.

  • Congress Wealth Management reported no remaining V2X position as of Q1 2022 after selling out during the quarter.
  • Congress Wealth Management sold 48,748 V2X shares in Q1 2022, an estimated $2.23M.
  • Congress Wealth Management first reported a position in V2X in Q4 2021 and held it in 1 quarter.
  • Congress Wealth Management's V2X position peaked at $2.23M in Q4 2021.
  • 153 funds tracked by Wall St. Rank held V2X as of Q1 2022.

Based on Congress Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.