SWRP
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Summit Wealth & Retirement Planning’s VirnetX Holding Corp VHC Stock Holding History

Summit Wealth & Retirement Planning’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
2019
Q4 		– Sell
-830
Closed -$90K – 128
2019
Q3 		$90K Hold
830
– – 0.05% 118
2019
Q2 		$103K Buy
830
+5
+0.6% +$624 0.06% 131
2019
Q1 		$104K Buy
+825
New +$85.5K 0.06% 130

Other funds holding VHC

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Summit Wealth & Retirement Planning's VHC Position: Q4 2019 in Review

Summit Wealth & Retirement Planning sold out of VirnetX Holding Corp (VHC) in Q4 2019, closing a stake of 830 shares — an estimated $90K sold.

Summit Wealth & Retirement Planning first reported a position in VHC in Q1 2019 and held it in 3 quarters. The position peaked at $104K in Q1 2019. 81 funds tracked by Wall St. Rank hold VHC as of Q4 2019.

  • Summit Wealth & Retirement Planning reported no remaining VirnetX Holding Corp position as of Q4 2019 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 830 VirnetX Holding Corp shares in Q4 2019, an estimated $90K.
  • Summit Wealth & Retirement Planning first reported a position in VirnetX Holding Corp in Q1 2019 and held it in 3 quarters.
  • Summit Wealth & Retirement Planning's VirnetX Holding Corp position peaked at $104K in Q1 2019.
  • 81 funds tracked by Wall St. Rank held VirnetX Holding Corp as of Q4 2019.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2019, filed 10 Feb 2020.