Tradition Wealth Management’s Vicor VICR Stock Holding History

Tradition Wealth Management’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 Q3	–	Sell	-106	Closed	-$6K	–	1406
2023 Q2	$6K	Hold	106	–	–	﹤0.01%	1177
2023 Q1	$5K	Hold	106	–	–	﹤0.01%	1168
2022 Q4	$6K	Hold	106	–	–	﹤0.01%	1022
2022 Q3	$6K	Hold	106	–	–	﹤0.01%	1047
2022 Q2	$6K	Hold	106	–	–	﹤0.01%	932
2022 Q1	$7K	Hold	106	–	–	﹤0.01%	986
2021 Q4	$13K	Hold	106	–	–	﹤0.01%	853
2021 Q3	$14K	Hold	106	–	–	﹤0.01%	826
2021 Q2	$11K	Buy	+106	New	+$9.43K	﹤0.01%	936
2021 Q1	–	Sell	-106	Closed	-$10K	–	1042
2020 Q4	$10K	Buy	+106	New	+$8.9K	﹤0.01%	751

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

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

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

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

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

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

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

NIM

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

Tradition Wealth Management's VICR Position: Q3 2023 in Review

Tradition Wealth Management sold out of Vicor (VICR) in Q3 2023, closing a stake of 106 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in VICR in Q4 2020 and held it in 10 quarters. The position peaked at $14K in Q3 2021. 226 funds tracked by Wall St. Rank hold VICR as of Q3 2023.

Tradition Wealth Management reported no remaining Vicor position as of Q3 2023 after selling out during the quarter.
Tradition Wealth Management sold 106 Vicor shares in Q3 2023, an estimated $6K.
Tradition Wealth Management first reported a position in Vicor in Q4 2020 and held it in 10 quarters.
Tradition Wealth Management's Vicor position peaked at $14K in Q3 2021.
226 funds tracked by Wall St. Rank held Vicor as of Q3 2023.

Based on Tradition Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.