Accurate Wealth Management’s Valhi VHI Stock Holding History

Accurate Wealth Management’s Portfolio VHI Stock Details VHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-41	Closed	-$982	–	1416
2022 Q4	$982	Buy	+41	New	+$996	﹤0.01%	1373

Other funds holding VHI

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Accurate Wealth Management's VHI Position: Q1 2023 in Review

Accurate Wealth Management sold out of Valhi (VHI) in Q1 2023, closing a stake of 41 shares — an estimated $982 sold.

Accurate Wealth Management first reported a position in VHI in Q4 2022 and held it in 1 quarter. The position peaked at $982 in Q4 2022. 57 funds tracked by Wall St. Rank hold VHI as of Q1 2023.

Accurate Wealth Management reported no remaining Valhi position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 41 Valhi shares in Q1 2023, an estimated $982.
Accurate Wealth Management first reported a position in Valhi in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Valhi position peaked at $982 in Q4 2022.
57 funds tracked by Wall St. Rank held Valhi as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.