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Orion Portfolio Solutions’s Victory Capital Holdings VCTR Stock Holding History

Orion Portfolio Solutions’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
2024
Q3 		– Sell
-6,440
Closed -$307K – 1854
2024
Q2 		$307K Buy
6,440
+190
+3% +$9.3K ﹤0.01% 1459
2024
Q1 		$265K Buy
+6,250
New +$230K ﹤0.01% 1506

Other funds holding VCTR

CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Orion Portfolio Solutions's VCTR Position: Q3 2024 in Review

Orion Portfolio Solutions sold out of Victory Capital Holdings (VCTR) in Q3 2024, closing a stake of 6,440 shares — an estimated $307K sold.

Orion Portfolio Solutions first reported a position in VCTR in Q1 2024 and held it in 2 quarters. The position peaked at $307K in Q2 2024. 241 funds tracked by Wall St. Rank hold VCTR as of Q3 2024.

  • Orion Portfolio Solutions reported no remaining Victory Capital Holdings position as of Q3 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 6,440 Victory Capital Holdings shares in Q3 2024, an estimated $307K.
  • Orion Portfolio Solutions first reported a position in Victory Capital Holdings in Q1 2024 and held it in 2 quarters.
  • Orion Portfolio Solutions's Victory Capital Holdings position peaked at $307K in Q2 2024.
  • 241 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q3 2024.

Based on Orion Portfolio Solutions's 13F filing for Q3 2024, filed 15 Nov 2024.