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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Vicor VICR Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio VICR Stock Details VICR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-56,156
Closed -$54 – 284
2023
Q2 		$54 Buy
56,156
+56,155
+5,615,500% +$2.77M ﹤0.01% 265
2023
Q1 		$47 Hold
1
– – ﹤0.01% 317
2022
Q4 		$54 Buy
+1
New +$53 ﹤0.01% 261

Other funds holding VICR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VICR Position: Q3 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Vicor (VICR) in Q3 2023, closing a stake of 56,156 shares — an estimated $54 sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VICR in Q4 2022 and held it in 3 quarters. The position peaked at $54 in Q2 2023. 226 funds tracked by Wall St. Rank hold VICR as of Q3 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Vicor position as of Q3 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 56,156 Vicor shares in Q3 2023, an estimated $54.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Vicor in Q4 2022 and held it in 3 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Vicor position peaked at $54 in Q2 2023.
  • 226 funds tracked by Wall St. Rank held Vicor as of Q3 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2023, filed 7 Aug 2026.