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TFO Wealth Partners’s Victory Capital Holdings VCTR Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-1
Closed -$42 – 717
2024
Q1 		$42 Hold
1
– – ﹤0.01% 732
2023
Q4 		$34 Hold
1
– – ﹤0.01% 893
2023
Q3 		$32 Hold
1
– – ﹤0.01% 1073
2023
Q2 		$32 Hold
1
– – ﹤0.01% 794
2023
Q1 		$29 Sell
1
-35
-97% -$1.06K ﹤0.01% 780
2022
Q4 		$401 Buy
+36
New +$1.01K ﹤0.01% 515

Other funds holding VCTR

CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return

TFO Wealth Partners's VCTR Position: Q2 2024 in Review

TFO Wealth Partners sold out of Victory Capital Holdings (VCTR) in Q2 2024, closing a stake of 1 share — an estimated $42 sold.

TFO Wealth Partners first reported a position in VCTR in Q4 2022 and held it in 6 quarters. The position peaked at $401 in Q4 2022. 234 funds tracked by Wall St. Rank hold VCTR as of Q2 2024.

  • TFO Wealth Partners reported no remaining Victory Capital Holdings position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Victory Capital Holdings share in Q2 2024, an estimated $42.
  • TFO Wealth Partners first reported a position in Victory Capital Holdings in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Victory Capital Holdings position peaked at $401 in Q4 2022.
  • 234 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.