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Evermay Wealth Management’s VICI Properties VICI Stock Holding History

Evermay Wealth Management’s Portfolio VICI Stock Details VICI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11
Closed -$351 – 725
2023
Q4 		$351 Buy
+11
New +$323 ﹤0.01% 620
2022
Q3 		– Sell
-86
Closed -$3K – 562
2022
Q2 		$3K Buy
+86
New +$2.54K ﹤0.01% 467

Other funds holding VICI

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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Evermay Wealth Management's VICI Position: Q1 2024 in Review

Evermay Wealth Management sold out of VICI Properties (VICI) in Q1 2024, closing a stake of 11 shares — an estimated $351 sold.

Evermay Wealth Management first reported a position in VICI in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q2 2022. 752 funds tracked by Wall St. Rank hold VICI as of Q1 2024.

  • Evermay Wealth Management reported no remaining VICI Properties position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 11 VICI Properties shares in Q1 2024, an estimated $351.
  • Evermay Wealth Management first reported a position in VICI Properties in Q2 2022 and held it in 2 quarters.
  • Evermay Wealth Management's VICI Properties position peaked at $3K in Q2 2022.
  • 752 funds tracked by Wall St. Rank held VICI Properties as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.