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Disciplined Investments’s Victory Capital Holdings VCTR Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-8
Closed -$252 – 1481
2023
Q2 		$252 Hold
8
– – ﹤0.01% 1447
2023
Q1 		$234 Buy
8
+2
+33% +$61 ﹤0.01% 1454
2022
Q4 		$161 Hold
6
– – ﹤0.01% 1468
2022
Q3 		$0 Buy
6
+2
+50% +$53 ﹤0.01% 1636
2022
Q2 		$0 Buy
4
+1
+33% +$27 ﹤0.01% 1643
2022
Q1 		$0 Buy
+3
New +$98 ﹤0.01% 1637

Other funds holding VCTR

CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
RCP
Reverence Capital Partners New York $474M AUM 13.34% 1-Year Est. Return
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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Disciplined Investments's VCTR Position: Q3 2023 in Review

Disciplined Investments sold out of Victory Capital Holdings (VCTR) in Q3 2023, closing a stake of 8 shares — an estimated $252 sold.

Disciplined Investments first reported a position in VCTR in Q1 2022 and held it in 6 quarters. The position peaked at $252 in Q2 2023. 185 funds tracked by Wall St. Rank hold VCTR as of Q3 2023.

  • Disciplined Investments reported no remaining Victory Capital Holdings position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 8 Victory Capital Holdings shares in Q3 2023, an estimated $252.
  • Disciplined Investments first reported a position in Victory Capital Holdings in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Victory Capital Holdings position peaked at $252 in Q2 2023.
  • 185 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.