Stifel Financial
VHC icon

Stifel Financial’s VirnetX Holding Corp VHC Stock Holding History

Stifel Financial’s Portfolio VHC Stock Details VHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,220
Closed -$6.2K – 3420
2023
Q3 		$6.2K Hold
1,220
– – ﹤0.01% 3267
2023
Q2 		$11.3K Hold
1,220
– – ﹤0.01% 3299
2023
Q1 		$32K Hold
1,220
– – ﹤0.01% 3265
2022
Q4 		$31.7K Buy
1,220
+595
+95% +$14.7K ﹤0.01% 3223
2022
Q3 		$15K Hold
625
– – ﹤0.01% 3248
2022
Q2 		$15K Buy
+625
New +$17.4K ﹤0.01% 3287

Other funds holding VHC

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
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Stifel Financial's VHC Position: Q4 2023 in Review

Stifel Financial sold out of VirnetX Holding Corp (VHC) in Q4 2023, closing a stake of 1,220 shares — an estimated $6.2K sold.

Stifel Financial first reported a position in VHC in Q2 2022 and held it in 6 quarters. The position peaked at $32K in Q1 2023. 30 funds tracked by Wall St. Rank hold VHC as of Q4 2023.

  • Stifel Financial reported no remaining VirnetX Holding Corp position as of Q4 2023 after selling out during the quarter.
  • Stifel Financial sold 1,220 VirnetX Holding Corp shares in Q4 2023, an estimated $6.2K.
  • Stifel Financial first reported a position in VirnetX Holding Corp in Q2 2022 and held it in 6 quarters.
  • Stifel Financial's VirnetX Holding Corp position peaked at $32K in Q1 2023.
  • 30 funds tracked by Wall St. Rank held VirnetX Holding Corp as of Q4 2023.

Based on Stifel Financial's 13F filing for Q4 2023, filed 12 Feb 2024.