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Sowell Financial Services’s Victory Capital Holdings VCTR Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-2,709
Closed -$77K – 2638
2021
Q1 		$77K Sell
2,709
-1,057
-28% -$25.9K ﹤0.01% 1488
2020
Q4 		$93K Hold
3,766
– – ﹤0.01% 1181
2020
Q3 		$64K Sell
3,766
-2,600
-41% -$46.2K ﹤0.01% 1131
2020
Q2 		$109K Hold
6,366
– – 0.01% 937
2020
Q1 		$104K Buy
+6,366
New +$125K 0.01% 827

Other funds holding VCTR

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $468M AUM 80.81% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sowell Financial Services's VCTR Position: Q2 2021 in Review

Sowell Financial Services sold out of Victory Capital Holdings (VCTR) in Q2 2021, closing a stake of 2,709 shares — an estimated $77K sold.

Sowell Financial Services first reported a position in VCTR in Q1 2020 and held it in 5 quarters. The position peaked at $109K in Q2 2020. 106 funds tracked by Wall St. Rank hold VCTR as of Q2 2021.

  • Sowell Financial Services reported no remaining Victory Capital Holdings position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,709 Victory Capital Holdings shares in Q2 2021, an estimated $77K.
  • Sowell Financial Services first reported a position in Victory Capital Holdings in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's Victory Capital Holdings position peaked at $109K in Q2 2020.
  • 106 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.