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Crewe Advisors’s Valvoline VVV Stock Holding History

Crewe Advisors’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
2024
Q3 		– Sell
-448
Closed -$19.4K – 992
2024
Q2 		$19.4K Buy
448
+359
+403% +$15.1K ﹤0.01% 557
2024
Q1 		$3.97K Buy
+89
New +$3.55K ﹤0.01% 775
2020
Q4 		– Sell
-500
Closed -$10K – 649
2020
Q3 		$10K Hold
500
– – ﹤0.01% 253
2020
Q2 		$10K Hold
500
– – ﹤0.01% 165
2020
Q1 		$7K Hold
500
– – ﹤0.01% 154
2019
Q4 		$11K Hold
500
– – ﹤0.01% 180
2019
Q3 		$11K Hold
500
– – 0.01% 180
2019
Q2 		$10K Hold
500
– – ﹤0.01% 213
2019
Q1 		$9K Hold
500
– – ﹤0.01% 185
2018
Q4 		$10K Hold
500
– – ﹤0.01% 184
2018
Q3 		$11K Hold
500
– – 0.01% 193
2018
Q2 		$11K Hold
500
– – 0.01% 208
2018
Q1 		$11K Hold
500
– – 0.01% 219
2017
Q4 		$13K Buy
+500
New +$12.1K 0.01% 211

Other funds holding VVV

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
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ACM
Alua Capital Management New York $103M AUM 11.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Crewe Advisors's VVV Position: Q3 2024 in Review

Crewe Advisors sold out of Valvoline (VVV) in Q3 2024, closing a stake of 448 shares — an estimated $19.4K sold.

Crewe Advisors first reported a position in VVV in Q4 2017 and held it in 14 quarters. The position peaked at $19.4K in Q2 2024. 440 funds tracked by Wall St. Rank hold VVV as of Q3 2024.

  • Crewe Advisors reported no remaining Valvoline position as of Q3 2024 after selling out during the quarter.
  • Crewe Advisors sold 448 Valvoline shares in Q3 2024, an estimated $19.4K.
  • Crewe Advisors first reported a position in Valvoline in Q4 2017 and held it in 14 quarters.
  • Crewe Advisors's Valvoline position peaked at $19.4K in Q2 2024.
  • 440 funds tracked by Wall St. Rank held Valvoline as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.