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Summit Wealth & Retirement Planning’s VICI Properties VICI Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio VICI Stock Details VICI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-47,516
Closed -$791K – 117
2020
Q1 		$791K Sell
47,516
-750
-2% -$17.5K 0.42% 50
2019
Q4 		$1.23M Buy
48,266
+5,716
+13% +$138K 0.55% 39
2019
Q3 		$964K Buy
+42,550
New +$928K 0.58% 39

Other funds holding VICI

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Summit Wealth & Retirement Planning's VICI Position: Q2 2020 in Review

Summit Wealth & Retirement Planning sold out of VICI Properties (VICI) in Q2 2020, closing a stake of 47,516 shares — an estimated $791K sold.

Summit Wealth & Retirement Planning first reported a position in VICI in Q3 2019 and held it in 3 quarters. The position peaked at $1.23M in Q4 2019. 338 funds tracked by Wall St. Rank hold VICI as of Q2 2020.

  • Summit Wealth & Retirement Planning reported no remaining VICI Properties position as of Q2 2020 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 47,516 VICI Properties shares in Q2 2020, an estimated $791K.
  • Summit Wealth & Retirement Planning first reported a position in VICI Properties in Q3 2019 and held it in 3 quarters.
  • Summit Wealth & Retirement Planning's VICI Properties position peaked at $1.23M in Q4 2019.
  • 338 funds tracked by Wall St. Rank held VICI Properties as of Q2 2020.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2020, filed 13 Aug 2020.