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CM Wealth Advisors’s Veralto VLTO Stock Holding History

CM Wealth 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
Q2 		– Sell
-4,221
Closed -$411K – 177
2024
Q1 		$411K Buy
+4,221
New +$350K 0.12% 96

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CM Wealth Advisors's VLTO Position: Q2 2024 in Review

CM Wealth Advisors sold out of Veralto (VLTO) in Q2 2024, closing a stake of 4,221 shares — an estimated $411K sold.

CM Wealth Advisors first reported a position in VLTO in Q1 2024 and held it in 1 quarter. The position peaked at $411K in Q1 2024. 1,011 funds tracked by Wall St. Rank hold VLTO as of Q2 2024.

  • CM Wealth Advisors reported no remaining Veralto position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 4,221 Veralto shares in Q2 2024, an estimated $411K.
  • CM Wealth Advisors first reported a position in Veralto in Q1 2024 and held it in 1 quarter.
  • CM Wealth Advisors's Veralto position peaked at $411K in Q1 2024.
  • 1,011 funds tracked by Wall St. Rank held Veralto as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.