Blooom Inc’s Valero Energy VLO Stock Holding History

Blooom Inc’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 Q4	–	Sell	-2,936	Closed	-$207K	–	49
2021 Q3	$207K	Buy	+2,936	New	+$195K	0.17%	41

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Blooom Inc's VLO Position: Q4 2021 in Review

Blooom Inc sold out of Valero Energy (VLO) in Q4 2021, closing a stake of 2,936 shares — an estimated $207K sold.

Blooom Inc first reported a position in VLO in Q3 2021 and held it in 1 quarter. The position peaked at $207K in Q3 2021. 1,064 funds tracked by Wall St. Rank hold VLO as of Q4 2021.

Blooom Inc reported no remaining Valero Energy position as of Q4 2021 after selling out during the quarter.
Blooom Inc sold 2,936 Valero Energy shares in Q4 2021, an estimated $207K.
Blooom Inc first reported a position in Valero Energy in Q3 2021 and held it in 1 quarter.
Blooom Inc's Valero Energy position peaked at $207K in Q3 2021.
1,064 funds tracked by Wall St. Rank held Valero Energy as of Q4 2021.

Based on Blooom Inc's 13F filing for Q4 2021, filed 19 Jan 2022.