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SOA Wealth Advisors’s Visteon VC Stock Holding History

SOA Wealth Advisors’s Portfolio VC Stock Details VC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-38
Closed -$3.62K – 907
2024
Q3 		$3.62K Hold
38
– – ﹤0.01% 629
2024
Q2 		$4.05K Hold
38
– – ﹤0.01% 619
2024
Q1 		$4.47K Hold
38
– – ﹤0.01% 622
2023
Q4 		$4.75K Hold
38
– – ﹤0.01% 603
2023
Q3 		$5.25K Hold
38
– – ﹤0.01% 610
2023
Q2 		$5.46K Hold
38
– – ﹤0.01% 612
2023
Q1 		$5.96K Hold
38
– – ﹤0.01% 593
2022
Q4 		$4.97K Hold
38
– – ﹤0.01% 624
2022
Q3 		$4K Hold
38
– – ﹤0.01% 636
2022
Q2 		$3K Hold
38
– – ﹤0.01% 667
2022
Q1 		$4K Hold
38
– – ﹤0.01% 731
2021
Q4 		$4K Hold
38
– – ﹤0.01% 710
2021
Q3 		$3K Hold
38
– – ﹤0.01% 769
2021
Q2 		$4K Hold
38
– – ﹤0.01% 707
2021
Q1 		$4K Buy
+38
New +$4.99K ﹤0.01% 660

Other funds holding VC

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SOA Wealth Advisors's VC Position: Q4 2024 in Review

SOA Wealth Advisors sold out of Visteon (VC) in Q4 2024, closing a stake of 38 shares — an estimated $3.62K sold.

SOA Wealth Advisors first reported a position in VC in Q1 2021 and held it in 15 quarters. The position peaked at $5.96K in Q1 2023. 264 funds tracked by Wall St. Rank hold VC as of Q4 2024.

  • SOA Wealth Advisors reported no remaining Visteon position as of Q4 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 38 Visteon shares in Q4 2024, an estimated $3.62K.
  • SOA Wealth Advisors first reported a position in Visteon in Q1 2021 and held it in 15 quarters.
  • SOA Wealth Advisors's Visteon position peaked at $5.96K in Q1 2023.
  • 264 funds tracked by Wall St. Rank held Visteon as of Q4 2024.

Based on SOA Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.