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Kestra Advisory Services’s Vroom Inc VRM Stock Holding History

Kestra Advisory Services’s Portfolio VRM Stock Details VRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-756
Closed -$36.5K – 2536
2023
Q4 		$36.5K Sell
756
-86
-10% -$5.62K ﹤0.01% 2235
2023
Q3 		$75.4K Buy
+842
New +$106K ﹤0.01% 2037
2022
Q2 		– Sell
-173
Closed -$37K – 2246
2022
Q1 		$37K Buy
+173
New +$82.1K ﹤0.01% 1973
2021
Q3 		– Sell
-104
Closed -$348K – 2183
2021
Q2 		$348K Buy
+104
New +$354K ﹤0.01% 1479

Other funds holding VRM

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CMC
Catterton Management Company Greenwich, Connecticut $3.61B AUM 21.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kestra Advisory Services's VRM Position: Q1 2024 in Review

Kestra Advisory Services sold out of Vroom Inc (VRM) in Q1 2024, closing a stake of 756 shares — an estimated $36.5K sold.

Kestra Advisory Services first reported a position in VRM in Q2 2021 and held it in 4 quarters. The position peaked at $348K in Q2 2021. 36 funds tracked by Wall St. Rank hold VRM as of Q1 2024.

  • Kestra Advisory Services reported no remaining Vroom Inc position as of Q1 2024 after selling out during the quarter.
  • Kestra Advisory Services sold 756 Vroom Inc shares in Q1 2024, an estimated $36.5K.
  • Kestra Advisory Services first reported a position in Vroom Inc in Q2 2021 and held it in 4 quarters.
  • Kestra Advisory Services's Vroom Inc position peaked at $348K in Q2 2021.
  • 36 funds tracked by Wall St. Rank held Vroom Inc as of Q1 2024.

Based on Kestra Advisory Services's 13F filing for Q1 2024, filed 15 May 2024.