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Marshall Financial Group (Maryland)’s Victory Capital Holdings VCTR Stock Holding History

Marshall Financial Group (Maryland)’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
2023
Q1 		– Sell
-33,254
Closed -$892K – 194
2022
Q4 		$892K Buy
+33,254
New +$935K 0.35% 104

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VBA
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Capital World Investors
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TCM
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GIM
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Impax Asset Management Group
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Dimensional Fund Advisors
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Marshall Financial Group (Maryland)'s VCTR Position: Q1 2023 in Review

Marshall Financial Group (Maryland) sold out of Victory Capital Holdings (VCTR) in Q1 2023, closing a stake of 33,254 shares — an estimated $892K sold.

Marshall Financial Group (Maryland) first reported a position in VCTR in Q4 2022 and held it in 1 quarter. The position peaked at $892K in Q4 2022. 174 funds tracked by Wall St. Rank hold VCTR as of Q1 2023.

  • Marshall Financial Group (Maryland) reported no remaining Victory Capital Holdings position as of Q1 2023 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 33,254 Victory Capital Holdings shares in Q1 2023, an estimated $892K.
  • Marshall Financial Group (Maryland) first reported a position in Victory Capital Holdings in Q4 2022 and held it in 1 quarter.
  • Marshall Financial Group (Maryland)'s Victory Capital Holdings position peaked at $892K in Q4 2022.
  • 174 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q1 2023.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2023, filed 18 Apr 2023.