WIM
VSXY

WealthPlan Investment Management’s Victoria's Secret VSXY Stock Holding History

WealthPlan Investment Management’s Portfolio VSXY Stock Details VSXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-15
Closed -$261 – 352
2023
Q2 		$261 Hold
15
– – ﹤0.01% 356
2023
Q1 		$512 Buy
+15
New +$556 ﹤0.01% 423

Other funds holding VSXY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WealthPlan Investment Management's VSXY Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Victoria's Secret (VSXY) in Q3 2023, closing a stake of 15 shares — an estimated $261 sold.

WealthPlan Investment Management first reported a position in VSXY in Q1 2023 and held it in 2 quarters. The position peaked at $512 in Q1 2023. 227 funds tracked by Wall St. Rank hold VSXY as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Victoria's Secret position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 15 Victoria's Secret shares in Q3 2023, an estimated $261.
  • WealthPlan Investment Management first reported a position in Victoria's Secret in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Victoria's Secret position peaked at $512 in Q1 2023.
  • 227 funds tracked by Wall St. Rank held Victoria's Secret as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.