Wealthspire Advisors (Maryland)’s Vicor VICR Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$1.14M	Buy	14,717 +26	+0.2%	+$2.07K	0.04%	178
2020 Q2	$1.06M	Buy	14,691 +5	+0%	+$281	0.08%	151
2020 Q1	$654K	Buy	14,686 +6	+0%	+$285	0.06%	201
2019 Q4	$686K	Hold	14,680	–	–	0.05%	223
2019 Q3	$433K	Hold	14,680	–	–	0.03%	277
2019 Q2	$456K	Hold	14,680	–	–	0.03%	268
2019 Q1	$455K	Buy	14,680 +600	+4%	+$22.1K	0.03%	270
2018 Q4	$532K	Hold	14,080	–	–	0.05%	210
2018 Q3	$648K	Buy	14,080 +4,000	+40%	+$220K	0.05%	199
2018 Q2	$439K	Buy	10,080 +10,000	+12,500%	+$387K	0.04%	265
2018 Q1	$2K	Hold	80	–	–	﹤0.01%	2223
2017 Q4	$2K	Buy	80 +71	+789%	+$1.59K	﹤0.01%	2182
2017 Q3	$0	Buy	+9	New	+$170	﹤0.01%	2472

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

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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VICR Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Vicor (VICR) stake by 0.18% in Q3 2020, buying an estimated $2.07K and bringing the position to 14,717 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #178.

Wealthspire Advisors (Maryland) first reported a position in VICR in Q3 2017 and has held it in 13 quarters since. 177 funds tracked by Wall St. Rank hold VICR as of Q3 2020.

Wealthspire Advisors (Maryland) held 14,717 shares of Vicor worth $1.14M as of Q3 2020.
Wealthspire Advisors (Maryland) bought 26 Vicor shares in Q3 2020, an estimated $2.07K.
Vicor made up 0.04% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #178 holding.
Wealthspire Advisors (Maryland) first reported a position in Vicor in Q3 2017 and has held it in 13 quarters since.
177 funds tracked by Wall St. Rank held Vicor as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.