Summit Wealth & Retirement Planning’s Victory Capital Holdings VCTR Stock Holding History

Summit Wealth & Retirement Planning’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	-8,099	Closed	-$237K	–	105
2023 Q1	$237K	Sell	8,099 -6,615	-45%	-$201K	0.09%	98
2022 Q4	$395K	Sell	14,714 -1,901	-11%	-$53.4K	0.16%	75
2022 Q3	$387K	Hold	16,615	–	–	0.15%	77
2022 Q2	$400K	Sell	16,615 -80	-0.5%	-$2.15K	0.15%	76
2022 Q1	$482K	Sell	16,695 -681	-4%	-$22.2K	0.17%	69
2021 Q4	$635K	Buy	+17,376	New	+$632K	0.22%	57

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 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

Summit Wealth & Retirement Planning's VCTR Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of Victory Capital Holdings (VCTR) in Q2 2023, closing a stake of 8,099 shares — an estimated $237K sold.

Summit Wealth & Retirement Planning first reported a position in VCTR in Q4 2021 and held it in 6 quarters. The position peaked at $635K in Q4 2021. 175 funds tracked by Wall St. Rank hold VCTR as of Q2 2023.

Summit Wealth & Retirement Planning reported no remaining Victory Capital Holdings position as of Q2 2023 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 8,099 Victory Capital Holdings shares in Q2 2023, an estimated $237K.
Summit Wealth & Retirement Planning first reported a position in Victory Capital Holdings in Q4 2021 and held it in 6 quarters.
Summit Wealth & Retirement Planning's Victory Capital Holdings position peaked at $635K in Q4 2021.
175 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.