Castle Financial & Retirement Planning Associates’s Valvoline VVV Stock Holding History

Castle Financial & Retirement Planning Associates’s Portfolio VVV Stock Details VVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$0	Buy	+3	New	+$105	﹤0.01%	229

Other funds holding VVV

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

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's VVV Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Valvoline (VVV) in Q4 2021: 3 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #229 among its holdings.

414 funds tracked by Wall St. Rank hold VVV as of Q4 2021.

Castle Financial & Retirement Planning Associates held 3 shares of Valvoline worth $0 as of Q4 2021.
Valvoline was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Valvoline made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #229 holding.
414 funds tracked by Wall St. Rank held Valvoline as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.