XWM
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Xcel Wealth Management’s VirnetX Holding Corp VHC Stock Holding History

Xcel Wealth Management’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
2019
Q1 		– Sell
-500
Closed -$24K – 80
2018
Q4 		$24K Buy
+500
New +$33.9K 0.03% 64

Other funds holding VHC

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Xcel Wealth Management's VHC Position: Q1 2019 in Review

Xcel Wealth Management sold out of VirnetX Holding Corp (VHC) in Q1 2019, closing a stake of 500 shares — an estimated $24K sold.

Xcel Wealth Management first reported a position in VHC in Q4 2018 and held it in 1 quarter. The position peaked at $24K in Q4 2018. 77 funds tracked by Wall St. Rank hold VHC as of Q1 2019.

  • Xcel Wealth Management reported no remaining VirnetX Holding Corp position as of Q1 2019 after selling out during the quarter.
  • Xcel Wealth Management sold 500 VirnetX Holding Corp shares in Q1 2019, an estimated $24K.
  • Xcel Wealth Management first reported a position in VirnetX Holding Corp in Q4 2018 and held it in 1 quarter.
  • Xcel Wealth Management's VirnetX Holding Corp position peaked at $24K in Q4 2018.
  • 77 funds tracked by Wall St. Rank held VirnetX Holding Corp as of Q1 2019.

Based on Xcel Wealth Management's 13F filing for Q1 2019, filed 12 Nov 2019.