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Delap Wealth Advisory’s Vestis VSTS Stock Holding History

Delap Wealth Advisory’s Portfolio VSTS Stock Details VSTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,864
Closed -$157K – 118
2024
Q2 		$157K Buy
+12,864
New +$186K 0.07% 113

Other funds holding VSTS

CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Delap Wealth Advisory's VSTS Position: Q3 2024 in Review

Delap Wealth Advisory sold out of Vestis (VSTS) in Q3 2024, closing a stake of 12,864 shares — an estimated $157K sold.

Delap Wealth Advisory first reported a position in VSTS in Q2 2024 and held it in 1 quarter. The position peaked at $157K in Q2 2024. 281 funds tracked by Wall St. Rank hold VSTS as of Q3 2024.

  • Delap Wealth Advisory reported no remaining Vestis position as of Q3 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 12,864 Vestis shares in Q3 2024, an estimated $157K.
  • Delap Wealth Advisory first reported a position in Vestis in Q2 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Vestis position peaked at $157K in Q2 2024.
  • 281 funds tracked by Wall St. Rank held Vestis as of Q3 2024.

Based on Delap Wealth Advisory's 13F filing for Q3 2024, filed 12 Nov 2024.