Victory Capital Management
WVVI icon

Victory Capital Management’s Willamette Valley Vineyards WVVI Stock Holding History

Victory Capital Management’s Portfolio WVVI Stock Details WVVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-662
Closed -$3K – 3300
2020
Q1 		$3K Buy
+662
New +$4.16K ﹤0.01% 3432
2019
Q4 		– Sell
-678
Closed -$5K – 3292
2019
Q3 		$5K Buy
+678
New +$4.69K ﹤0.01% 3465

Other funds holding WVVI

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NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Victory Capital Management's WVVI Position: Q2 2020 in Review

Victory Capital Management sold out of Willamette Valley Vineyards (WVVI) in Q2 2020, closing a stake of 662 shares — an estimated $3K sold.

Victory Capital Management first reported a position in WVVI in Q3 2019 and held it in 2 quarters. The position peaked at $5K in Q3 2019. 25 funds tracked by Wall St. Rank hold WVVI as of Q2 2020.

  • Victory Capital Management reported no remaining Willamette Valley Vineyards position as of Q2 2020 after selling out during the quarter.
  • Victory Capital Management sold 662 Willamette Valley Vineyards shares in Q2 2020, an estimated $3K.
  • Victory Capital Management first reported a position in Willamette Valley Vineyards in Q3 2019 and held it in 2 quarters.
  • Victory Capital Management's Willamette Valley Vineyards position peaked at $5K in Q3 2019.
  • 25 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q2 2020.

Based on Victory Capital Management's 13F filing for Q2 2020, filed 7 Aug 2020.