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Plante Moran Financial Advisors’s Vicor VICR Stock Holding History

Plante Moran Financial Advisors’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
2024
Q1 		– Sell
-36
Closed -$1.62K – 934
2023
Q4 		$1.62K Buy
+36
New +$1.59K ﹤0.01% 742

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Plante Moran Financial Advisors's VICR Position: Q1 2024 in Review

Plante Moran Financial Advisors sold out of Vicor (VICR) in Q1 2024, closing a stake of 36 shares — an estimated $1.62K sold.

Plante Moran Financial Advisors first reported a position in VICR in Q4 2023 and held it in 1 quarter. The position peaked at $1.62K in Q4 2023. 174 funds tracked by Wall St. Rank hold VICR as of Q1 2024.

  • Plante Moran Financial Advisors reported no remaining Vicor position as of Q1 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 36 Vicor shares in Q1 2024, an estimated $1.62K.
  • Plante Moran Financial Advisors first reported a position in Vicor in Q4 2023 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Vicor position peaked at $1.62K in Q4 2023.
  • 174 funds tracked by Wall St. Rank held Vicor as of Q1 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.