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Acima Private Wealth’s Valero Energy VLO Stock Holding History

Acima Private Wealth’s Portfolio VLO Stock Details VLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-125
Closed -$9K – 234
2021
Q1 		$9K Hold
125
– – ﹤0.01% 205
2020
Q4 		$7K Hold
125
– – ﹤0.01% 211
2020
Q3 		$5K Hold
125
– – ﹤0.01% 206
2020
Q2 		$7K Hold
125
– – ﹤0.01% 220
2020
Q1 		$6K Hold
125
– – ﹤0.01% 234
2019
Q4 		$12K Hold
125
– – 0.01% 240
2019
Q3 		$10K Buy
+125
New +$10.1K 0.01% 233

Other funds holding VLO

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acima Private Wealth's VLO Position: Q2 2021 in Review

Acima Private Wealth sold out of Valero Energy (VLO) in Q2 2021, closing a stake of 125 shares — an estimated $9K sold.

Acima Private Wealth first reported a position in VLO in Q3 2019 and held it in 7 quarters. The position peaked at $12K in Q4 2019. 1,043 funds tracked by Wall St. Rank hold VLO as of Q2 2021.

  • Acima Private Wealth reported no remaining Valero Energy position as of Q2 2021 after selling out during the quarter.
  • Acima Private Wealth sold 125 Valero Energy shares in Q2 2021, an estimated $9K.
  • Acima Private Wealth first reported a position in Valero Energy in Q3 2019 and held it in 7 quarters.
  • Acima Private Wealth's Valero Energy position peaked at $12K in Q4 2019.
  • 1,043 funds tracked by Wall St. Rank held Valero Energy as of Q2 2021.

Based on Acima Private Wealth's 13F filing for Q2 2021, filed 13 Aug 2021.