SYSTM Wealth Solutions’s Vicor VICR Stock Holding History

SYSTM Wealth Solutions’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
2024 Q1	–	Sell	-30	Closed	-$1.35K	–	1060
2023 Q4	$1.35K	Buy	+30	New	+$1.32K	﹤0.01%	972

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BCM

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

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

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

SYSTM Wealth Solutions's VICR Position: Q1 2024 in Review

SYSTM Wealth Solutions sold out of Vicor (VICR) in Q1 2024, closing a stake of 30 shares — an estimated $1.35K sold.

SYSTM Wealth Solutions first reported a position in VICR in Q4 2023 and held it in 1 quarter. The position peaked at $1.35K in Q4 2023. 174 funds tracked by Wall St. Rank hold VICR as of Q1 2024.

SYSTM Wealth Solutions reported no remaining Vicor position as of Q1 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 30 Vicor shares in Q1 2024, an estimated $1.35K.
SYSTM Wealth Solutions first reported a position in Vicor in Q4 2023 and held it in 1 quarter.
SYSTM Wealth Solutions's Vicor position peaked at $1.35K in Q4 2023.
174 funds tracked by Wall St. Rank held Vicor as of Q1 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.