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EverSource Wealth Advisors’s Vinci Compass Investments Ltd VINP Stock Holding History

EverSource Wealth Advisors’s Portfolio VINP Stock Details VINP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-56
Closed -$632 – 3133
2024
Q2 		$632 Buy
+56
New +$604 ﹤0.01% 2842

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GPGA
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EverSource Wealth Advisors's VINP Position: Q3 2024 in Review

EverSource Wealth Advisors sold out of Vinci Compass Investments Ltd (VINP) in Q3 2024, closing a stake of 56 shares — an estimated $632 sold.

EverSource Wealth Advisors first reported a position in VINP in Q2 2024 and held it in 1 quarter. The position peaked at $632 in Q2 2024. 45 funds tracked by Wall St. Rank hold VINP as of Q3 2024.

  • EverSource Wealth Advisors reported no remaining Vinci Compass Investments Ltd position as of Q3 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 56 Vinci Compass Investments Ltd shares in Q3 2024, an estimated $632.
  • EverSource Wealth Advisors first reported a position in Vinci Compass Investments Ltd in Q2 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's Vinci Compass Investments Ltd position peaked at $632 in Q2 2024.
  • 45 funds tracked by Wall St. Rank held Vinci Compass Investments Ltd as of Q3 2024.

Based on EverSource Wealth Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.