TCI Wealth Advisors’s Victory Capital Holdings VCTR Stock Holding History

TCI Wealth Advisors’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	-3	Closed	-$88	–	2151
2023 Q1	$88	Buy	3 +1	+50%	+$30	﹤0.01%	2406
2022 Q4	$54	Hold	2	–	–	﹤0.01%	2430
2022 Q3	$0	Sell	2 -176	-99%	-$4.67K	﹤0.01%	2602
2022 Q2	$4K	Buy	+178	New	+$4.79K	﹤0.01%	1708
2022 Q1	–	Sell	-124	Closed	-$5K	–	2463
2021 Q4	$5K	Buy	+124	New	+$4.51K	﹤0.01%	1728
2020 Q2	–	Sell	-98	Closed	-$2K	–	1671
2020 Q1	$2K	Hold	98	–	–	﹤0.01%	1114
2019 Q4	$2K	Hold	98	–	–	﹤0.01%	1222
2019 Q3	$2K	Hold	98	–	–	﹤0.01%	1164
2019 Q2	$2K	Buy	+98	New	+$1.62K	﹤0.01%	1082

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

TCI Wealth Advisors's VCTR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Victory Capital Holdings (VCTR) in Q2 2023, closing a stake of 3 shares — an estimated $88 sold.

TCI Wealth Advisors first reported a position in VCTR in Q2 2019 and held it in 9 quarters. The position peaked at $5K in Q4 2021. 175 funds tracked by Wall St. Rank hold VCTR as of Q2 2023.

TCI Wealth Advisors reported no remaining Victory Capital Holdings position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 3 Victory Capital Holdings shares in Q2 2023, an estimated $88.
TCI Wealth Advisors first reported a position in Victory Capital Holdings in Q2 2019 and held it in 9 quarters.
TCI Wealth Advisors's Victory Capital Holdings position peaked at $5K in Q4 2021.
175 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.