IBEX Wealth Advisors’s Victory Capital Holdings VCTR Stock Holding History

IBEX Wealth Advisors’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
2025 Q1	–	Sell	-15,874	Closed	-$1.04M	–	208
2024 Q4	$1.04M	Buy	15,874 +5,319	+50%	+$337K	0.12%	113
2024 Q3	$1.15M	Sell	10,555 -5,117	-33%	-$264K	0.31%	59
2024 Q2	$748K	Sell	15,672 -1,945	-11%	-$95.2K	0.12%	82
2024 Q1	$473K	Buy	17,617 +17,601	+110,006%	+$649K	0.13%	92
2023 Q4	$540	Sell	16 -16,348	-100%	-$523K	0.12%	74
2023 Q3	$546K	Buy	+16,364	New	+$546K	0.14%	75
2023 Q1	$497K	Sell	16,995 -622	-4%	-$18.9K	0.13%	83
2022 Q4	$473K	Buy	+17,617	New	+$495K	0.11%	131

Other funds holding VCTR

CPI

Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

IBEX Wealth Advisors's VCTR Position: Q1 2025 in Review

IBEX Wealth Advisors sold out of Victory Capital Holdings (VCTR) in Q1 2025, closing a stake of 15,874 shares — an estimated $1.04M sold.

IBEX Wealth Advisors first reported a position in VCTR in Q4 2022 and held it in 8 quarters. The position peaked at $1.15M in Q3 2024. 285 funds tracked by Wall St. Rank hold VCTR as of Q1 2025.

IBEX Wealth Advisors reported no remaining Victory Capital Holdings position as of Q1 2025 after selling out during the quarter.
IBEX Wealth Advisors sold 15,874 Victory Capital Holdings shares in Q1 2025, an estimated $1.04M.
IBEX Wealth Advisors first reported a position in Victory Capital Holdings in Q4 2022 and held it in 8 quarters.
IBEX Wealth Advisors's Victory Capital Holdings position peaked at $1.15M in Q3 2024.
285 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q1 2025.

Based on IBEX Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.