CPA
VLTO icon

Capital Performance Advisors’s Veralto VLTO Stock Holding History

Capital Performance Advisors’s Portfolio VLTO Stock Details VLTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-57
Closed -$6.38K – 2613
2024
Q3 		$6.38K Buy
+57
New +$6.02K ﹤0.01% 1011

Other funds holding VLTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Performance Advisors's VLTO Position: Q4 2024 in Review

Capital Performance Advisors sold out of Veralto (VLTO) in Q4 2024, closing a stake of 57 shares — an estimated $6.38K sold.

Capital Performance Advisors first reported a position in VLTO in Q3 2024 and held it in 1 quarter. The position peaked at $6.38K in Q3 2024. 1,063 funds tracked by Wall St. Rank hold VLTO as of Q4 2024.

  • Capital Performance Advisors reported no remaining Veralto position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 57 Veralto shares in Q4 2024, an estimated $6.38K.
  • Capital Performance Advisors first reported a position in Veralto in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Veralto position peaked at $6.38K in Q3 2024.
  • 1,063 funds tracked by Wall St. Rank held Veralto as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.