WP
VHC icon

Westmount Partners’s VirnetX Holding Corp VHC Stock Holding History

Westmount Partners’s Portfolio VHC Stock Details VHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,250
Closed -$6.35K – 211
2023
Q3 		$6.35K Hold
1,250
– – ﹤0.01% 194
2023
Q2 		$11.6K Hold
1,250
– – 0.01% 187
2023
Q1 		$32.8K Sell
1,250
-600
-32% -$19.4K 0.02% 180
2022
Q4 		$48.1K Buy
+1,850
New +$45.8K 0.03% 168

Other funds holding VHC

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
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Westmount Partners's VHC Position: Q4 2023 in Review

Westmount Partners sold out of VirnetX Holding Corp (VHC) in Q4 2023, closing a stake of 1,250 shares — an estimated $6.35K sold.

Westmount Partners first reported a position in VHC in Q4 2022 and held it in 4 quarters. The position peaked at $48.1K in Q4 2022. 30 funds tracked by Wall St. Rank hold VHC as of Q4 2023.

  • Westmount Partners reported no remaining VirnetX Holding Corp position as of Q4 2023 after selling out during the quarter.
  • Westmount Partners sold 1,250 VirnetX Holding Corp shares in Q4 2023, an estimated $6.35K.
  • Westmount Partners first reported a position in VirnetX Holding Corp in Q4 2022 and held it in 4 quarters.
  • Westmount Partners's VirnetX Holding Corp position peaked at $48.1K in Q4 2022.
  • 30 funds tracked by Wall St. Rank held VirnetX Holding Corp as of Q4 2023.

Based on Westmount Partners's 13F filing for Q4 2023, filed 28 Jan 2025.