Prelude Capital Management’s Victory Capital Holdings VCTR Stock Holding History

Prelude Capital Management’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	-5,116	Closed	-$244K	–	1562
2024 Q2	$244K	Sell	5,116 -3,199	-38%	-$157K	0.02%	894
2024 Q1	$353K	Buy	+8,315	New	+$307K	0.02%	815
2023 Q4	–	Sell	-6,910	Closed	-$230K	–	1366
2023 Q3	$230K	Buy	6,910 +497	+8%	+$16.6K	0.02%	821
2023 Q2	$202K	Buy	+6,413	New	+$198K	0.01%	844
2019 Q3	–	Sell	-20,000	Closed	-$344K	–	2068
2019 Q2	$344K	Buy	20,000 +4,000	+25%	+$66K	0.02%	572
2019 Q1	$240K	Buy	+16,000	New	+$195K	0.01%	658

Other funds holding VCTR

CPI

Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Prelude Capital Management's VCTR Position: Q3 2024 in Review

Prelude Capital Management sold out of Victory Capital Holdings (VCTR) in Q3 2024, closing a stake of 5,116 shares — an estimated $244K sold.

Prelude Capital Management first reported a position in VCTR in Q1 2019 and held it in 6 quarters. The position peaked at $353K in Q1 2024. 241 funds tracked by Wall St. Rank hold VCTR as of Q3 2024.

Prelude Capital Management reported no remaining Victory Capital Holdings position as of Q3 2024 after selling out during the quarter.
Prelude Capital Management sold 5,116 Victory Capital Holdings shares in Q3 2024, an estimated $244K.
Prelude Capital Management first reported a position in Victory Capital Holdings in Q1 2019 and held it in 6 quarters.
Prelude Capital Management's Victory Capital Holdings position peaked at $353K in Q1 2024.
241 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q3 2024.

Based on Prelude Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.