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Daymark Wealth Partners’s Veralto VLTO Stock Holding History

Daymark Wealth Partners’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
Q3 		– Sell
-2,739
Closed -$261K – 529
2024
Q2 		$261K Sell
2,739
-304
-10% -$29.1K 0.01% 423
2024
Q1 		$270K Sell
3,043
-467
-13% -$38.7K 0.01% 366
2023
Q4 		$289K Buy
+3,510
New +$262K 0.02% 325

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
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

Daymark Wealth Partners's VLTO Position: Q3 2024 in Review

Daymark Wealth Partners sold out of Veralto (VLTO) in Q3 2024, closing a stake of 2,739 shares — an estimated $261K sold.

Daymark Wealth Partners first reported a position in VLTO in Q4 2023 and held it in 3 quarters. The position peaked at $289K in Q4 2023. 1,050 funds tracked by Wall St. Rank hold VLTO as of Q3 2024.

  • Daymark Wealth Partners reported no remaining Veralto position as of Q3 2024 after selling out during the quarter.
  • Daymark Wealth Partners sold 2,739 Veralto shares in Q3 2024, an estimated $261K.
  • Daymark Wealth Partners first reported a position in Veralto in Q4 2023 and held it in 3 quarters.
  • Daymark Wealth Partners's Veralto position peaked at $289K in Q4 2023.
  • 1,050 funds tracked by Wall St. Rank held Veralto as of Q3 2024.

Based on Daymark Wealth Partners's 13F filing for Q3 2024, filed 8 Oct 2024.