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Schubert & Co’s Victory Capital Holdings VCTR Stock Holding History

Schubert & Co’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
Q2 		– Sell
-28
Closed -$820 – 1458
2023
Q1 		$820 Buy
28
+3
+12% +$91 ﹤0.01% 1277
2022
Q4 		$671 Buy
25
+2
+9% +$56 ﹤0.01% 1312
2022
Q3 		$1K Buy
23
+11
+92% +$292 ﹤0.01% 1290
2022
Q2 		$0 Buy
12
+10
+500% +$269 ﹤0.01% 1607
2022
Q1 		$0 Hold
2
– – ﹤0.01% 1356
2021
Q4 		$0 Buy
+2
New +$73 ﹤0.01% 1305

Other funds holding VCTR

CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
RCP
Reverence Capital Partners New York $474M AUM 13.34% 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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Schubert & Co's VCTR Position: Q2 2023 in Review

Schubert & Co sold out of Victory Capital Holdings (VCTR) in Q2 2023, closing a stake of 28 shares — an estimated $820 sold.

Schubert & Co first reported a position in VCTR in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 175 funds tracked by Wall St. Rank hold VCTR as of Q2 2023.

  • Schubert & Co reported no remaining Victory Capital Holdings position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 28 Victory Capital Holdings shares in Q2 2023, an estimated $820.
  • Schubert & Co first reported a position in Victory Capital Holdings in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Victory Capital Holdings position peaked at $1K in Q3 2022.
  • 175 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.