Cascadia Advisory Services’s Valero Energy VLO Stock Holding History

Cascadia Advisory Services’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
2019 Q4	$272K	Buy	+2,908	New	+$275K	0.08%	212

Other funds holding VLO

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cascadia Advisory Services's VLO Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in Valero Energy (VLO) in Q4 2019: 2,908 shares worth $272K. The stake represents 0.08% of the portfolio and ranks #212 among its holdings.

1,218 funds tracked by Wall St. Rank hold VLO as of Q4 2019.

Cascadia Advisory Services held 2,908 shares of Valero Energy worth $272K as of Q4 2019.
Valero Energy was a new Cascadia Advisory Services position in Q4 2019.
Valero Energy made up 0.08% of Cascadia Advisory Services's portfolio in Q4 2019, its #212 holding.
1,218 funds tracked by Wall St. Rank held Valero Energy as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.