SWP
VICR icon

Strategic Wealth Partners’s Vicor VICR Stock Holding History

Strategic Wealth Partners’s Portfolio VICR Stock Details VICR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-8,852
Closed -$625K – 288
2022
Q1 		$625K Sell
8,852
-597
-6% -$53.6K 0.12% 162
2021
Q4 		$1.2M Buy
9,449
+1,545
+20% +$219K 0.23% 127
2021
Q3 		$1.06M Buy
7,904
+1,113
+16% +$133K 0.31% 95
2021
Q2 		$718K Buy
6,791
+467
+7% +$41.6K 0.23% 111
2021
Q1 		$538K Buy
6,324
+1,464
+30% +$138K 0.21% 116
2020
Q4 		$448K Buy
+4,860
New +$408K 0.19% 124

Other funds holding VICR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Strategic Wealth Partners's VICR Position: Q2 2022 in Review

Strategic Wealth Partners sold out of Vicor (VICR) in Q2 2022, closing a stake of 8,852 shares — an estimated $625K sold.

Strategic Wealth Partners first reported a position in VICR in Q4 2020 and held it in 6 quarters. The position peaked at $1.2M in Q4 2021. 196 funds tracked by Wall St. Rank hold VICR as of Q2 2022.

  • Strategic Wealth Partners reported no remaining Vicor position as of Q2 2022 after selling out during the quarter.
  • Strategic Wealth Partners sold 8,852 Vicor shares in Q2 2022, an estimated $625K.
  • Strategic Wealth Partners first reported a position in Vicor in Q4 2020 and held it in 6 quarters.
  • Strategic Wealth Partners's Vicor position peaked at $1.2M in Q4 2021.
  • 196 funds tracked by Wall St. Rank held Vicor as of Q2 2022.

Based on Strategic Wealth Partners's 13F filing for Q2 2022, filed 22 Aug 2022.