HWA
VGR

HCR Wealth Advisors’s Vector Group Ltd. VGR Stock Holding History

HCR Wealth Advisors’s Portfolio VGR Stock Details VGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-29,459
Closed -$243K – 292
2020
Q4 		$243K Hold
29,459
– – 0.05% 162
2020
Q3 		$203K Hold
29,459
– – 0.05% 156
2020
Q2 		$208K Hold
29,459
– – 0.05% 146
2020
Q1 		$197K Hold
29,459
– – 0.06% 146
2019
Q4 		$280K Buy
+29,459
New +$258K 0.07% 134
2019
Q3 		– Sell
-30,116
Closed -$198K – 167
2019
Q2 		$198K Sell
30,116
-20,865
-41% -$139K 0.06% 150
2019
Q1 		$375K Buy
50,981
+15,933
+45% +$118K 0.11% 124
2018
Q4 		$230K Sell
35,048
-19,072
-35% -$161K 0.07% 138
2018
Q3 		$486K Buy
54,120
+2,850
+6% +$31.1K 0.16% 101
2018
Q2 		$626K Sell
51,270
-477
-0.9% -$6.01K 0.21% 93
2018
Q1 		$679K Sell
51,747
-933
-2% -$12.5K 0.24% 91
2017
Q4 		$758K Sell
52,680
-124
-0.2% -$1.73K 0.26% 82
2017
Q3 		$695K Sell
52,804
-91
-0.2% -$1.18K 0.29% 84
2017
Q2 		$691K Sell
52,895
-4,087
-7% -$53.8K 0.34% 71
2017
Q1 		$726K Sell
56,982
-4,050
-7% -$54.4K 0.37% 70
2016
Q4 		$850K Buy
+61,032
New +$793K 0.45% 53

Other funds holding VGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HCR Wealth Advisors's VGR Position: Q1 2021 in Review

HCR Wealth Advisors sold out of Vector Group Ltd. (VGR) in Q1 2021, closing a stake of 29,459 shares — an estimated $243K sold.

HCR Wealth Advisors first reported a position in VGR in Q4 2016 and held it in 16 quarters. The position peaked at $850K in Q4 2016. 208 funds tracked by Wall St. Rank hold VGR as of Q1 2021.

  • HCR Wealth Advisors reported no remaining Vector Group Ltd. position as of Q1 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 29,459 Vector Group Ltd. shares in Q1 2021, an estimated $243K.
  • HCR Wealth Advisors first reported a position in Vector Group Ltd. in Q4 2016 and held it in 16 quarters.
  • HCR Wealth Advisors's Vector Group Ltd. position peaked at $850K in Q4 2016.
  • 208 funds tracked by Wall St. Rank held Vector Group Ltd. as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.