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Liberty Wealth Management’s Vicor VICR Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-200
Closed -$27K – 1066
2021
Q3 		$27K Hold
200
– – 0.01% 584
2021
Q2 		$21K Hold
200
– – 0.01% 499
2021
Q1 		$17K Hold
200
– – 0.01% 493
2020
Q4 		$17K Hold
200
– – 0.01% 489
2020
Q3 		$16K Hold
200
– – 0.01% 441
2020
Q2 		$14K Buy
+200
New +$11.2K 0.01% 442

Other funds holding VICR

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Liberty Wealth Management's VICR Position: Q4 2021 in Review

Liberty Wealth Management sold out of Vicor (VICR) in Q4 2021, closing a stake of 200 shares — an estimated $27K sold.

Liberty Wealth Management first reported a position in VICR in Q2 2020 and held it in 6 quarters. The position peaked at $27K in Q3 2021. 245 funds tracked by Wall St. Rank hold VICR as of Q4 2021.

  • Liberty Wealth Management reported no remaining Vicor position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 200 Vicor shares in Q4 2021, an estimated $27K.
  • Liberty Wealth Management first reported a position in Vicor in Q2 2020 and held it in 6 quarters.
  • Liberty Wealth Management's Vicor position peaked at $27K in Q3 2021.
  • 245 funds tracked by Wall St. Rank held Vicor as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.