EI
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Ellevest Inc’s Victory Capital Holdings VCTR Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-9
Closed -$263 – 1573
2023
Q1 		$263 Sell
9
-12
-57% -$365 ﹤0.01% 1743
2022
Q4 		$563 Buy
+21
New +$590 ﹤0.01% 1603

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Ellevest Inc's VCTR Position: Q2 2023 in Review

Ellevest Inc sold out of Victory Capital Holdings (VCTR) in Q2 2023, closing a stake of 9 shares — an estimated $263 sold.

Ellevest Inc first reported a position in VCTR in Q4 2022 and held it in 2 quarters. The position peaked at $563 in Q4 2022. 175 funds tracked by Wall St. Rank hold VCTR as of Q2 2023.

  • Ellevest Inc reported no remaining Victory Capital Holdings position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 9 Victory Capital Holdings shares in Q2 2023, an estimated $263.
  • Ellevest Inc first reported a position in Victory Capital Holdings in Q4 2022 and held it in 2 quarters.
  • Ellevest Inc's Victory Capital Holdings position peaked at $563 in Q4 2022.
  • 175 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.