TWM
VCTR icon

Tradition Wealth Management’s Victory Capital Holdings VCTR Stock Holding History

Tradition Wealth Management’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
Q4 		– Sell
-150
Closed -$5K – 1371
2023
Q3 		$5K Hold
150
– – ﹤0.01% 1199
2023
Q2 		$5K Hold
150
– – ﹤0.01% 1225
2023
Q1 		$4K Buy
+150
New +$4.56K ﹤0.01% 1228

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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCP
Reverence Capital Partners New York $474M AUM 13.34% 1-Year Est. Return
LSV Asset Management
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Tradition Wealth Management's VCTR Position: Q4 2023 in Review

Tradition Wealth Management sold out of Victory Capital Holdings (VCTR) in Q4 2023, closing a stake of 150 shares — an estimated $5K sold.

Tradition Wealth Management first reported a position in VCTR in Q1 2023 and held it in 3 quarters. The position peaked at $5K in Q3 2023. 214 funds tracked by Wall St. Rank hold VCTR as of Q4 2023.

  • Tradition Wealth Management reported no remaining Victory Capital Holdings position as of Q4 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 150 Victory Capital Holdings shares in Q4 2023, an estimated $5K.
  • Tradition Wealth Management first reported a position in Victory Capital Holdings in Q1 2023 and held it in 3 quarters.
  • Tradition Wealth Management's Victory Capital Holdings position peaked at $5K in Q3 2023.
  • 214 funds tracked by Wall St. Rank held Victory Capital Holdings as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.