Sutton Wealth Advisors’s Vicor VICR Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-4	Closed	-$215	–	1545
2022 Q4	$215	Sell	4 -6	-60%	-$316	﹤0.01%	1587
2022 Q3	$591	Buy	10 +8	+400%	+$528	﹤0.01%	1440
2022 Q2	$109	Sell	2 -9	-82%	-$558	﹤0.01%	1614
2022 Q1	$776	Sell	11 -466	-98%	-$41.9K	﹤0.01%	1398
2021 Q4	$60.6K	Buy	477 +2	+0.4%	+$283	0.02%	364
2021 Q3	$63.7K	Hold	475	–	–	0.02%	336
2021 Q2	$50.2K	Hold	475	–	–	0.02%	407
2021 Q1	$40.4K	Hold	475	–	–	0.02%	449
2020 Q4	$43.8K	Hold	475	–	–	0.02%	399
2020 Q3	$36.9K	Hold	475	–	–	0.02%	372
2020 Q2	$34.2K	Hold	475	–	–	0.02%	394
2020 Q1	$21.2K	Hold	475	–	–	0.01%	463
2019 Q4	$22.2K	Hold	475	–	–	0.01%	566
2019 Q3	$14K	Hold	475	–	–	0.01%	699
2019 Q2	$14.7K	Hold	475	–	–	0.01%	668
2019 Q1	$14.7K	Hold	475	–	–	0.01%	675
2018 Q4	$17.9K	Hold	475	–	–	0.01%	558
2018 Q3	$21.9K	Hold	475	–	–	0.01%	558
2018 Q2	$20.7K	Hold	475	–	–	0.01%	578
2018 Q1	$13.6K	Hold	475	–	–	0.01%	711
2017 Q4	$9.93K	Hold	475	–	–	0.01%	783
2017 Q3	$11.2K	Hold	475	–	–	0.01%	739
2017 Q2	$8.5K	Hold	475	–	–	0.01%	777
2017 Q1	$7.65K	Hold	475	–	–	0.01%	779
2016 Q4	$7.17K	Hold	475	–	–	0.01%	772
2016 Q3	$5.51K	Hold	475	–	–	0.01%	797
2016 Q2	$4.78K	Hold	475	–	–	﹤0.01%	787
2016 Q1	$4.98K	Buy	+475	New	+$4.09K	﹤0.01%	739

Other funds holding VICR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sutton Wealth Advisors's VICR Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Vicor (VICR) in Q1 2023, closing a stake of 4 shares — an estimated $215 sold.

Sutton Wealth Advisors first reported a position in VICR in Q1 2016 and held it in 28 quarters. The position peaked at $63.7K in Q3 2021. 199 funds tracked by Wall St. Rank hold VICR as of Q1 2023.

Sutton Wealth Advisors reported no remaining Vicor position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 4 Vicor shares in Q1 2023, an estimated $215.
Sutton Wealth Advisors first reported a position in Vicor in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Vicor position peaked at $63.7K in Q3 2021.
199 funds tracked by Wall St. Rank held Vicor as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.