HGWM
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Harvest Group Wealth Management’s Victory Capital Holdings VCTR Stock Holding History

Harvest Group Wealth Management’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
2020
Q4 		– Sell
-200
Closed -$3K – 857
2020
Q3 		$3K Buy
+200
New +$3.55K ﹤0.01% 311

Other funds holding VCTR

SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Harvest Group Wealth Management's VCTR Position: Q4 2020 in Review

Harvest Group Wealth Management sold out of Victory Capital Holdings (VCTR) in Q4 2020, closing a stake of 200 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in VCTR in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 78 funds tracked by Wall St. Rank hold VCTR as of Q4 2020.

  • Harvest Group Wealth Management reported no remaining Victory Capital Holdings position as of Q4 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 200 Victory Capital Holdings shares in Q4 2020, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in Victory Capital Holdings in Q3 2020 and held it in 1 quarter.
  • Harvest Group Wealth Management's Victory Capital Holdings position peaked at $3K in Q3 2020.
  • 78 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q4 2020.

Based on Harvest Group Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.