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Dixon Hughes Goodman Wealth Advisors’s Valvoline VVV Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$17K Hold
549
– – ﹤0.01% 454
2021
Q4 		$20K Buy
+549
New +$19.1K 0.01% 377

Other funds holding VVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's VVV Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Valvoline (VVV) position steady in Q1 2022 at 549 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Dixon Hughes Goodman Wealth Advisors first reported a position in VVV in Q4 2021 and has held it in 2 quarters since. The position peaked at $20K in Q4 2021. 395 funds tracked by Wall St. Rank hold VVV as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 549 shares of Valvoline worth $17K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Valvoline share count unchanged in Q1 2022.
  • Valvoline made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #454 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Valvoline in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Valvoline position peaked at $20K in Q4 2021.
  • 395 funds tracked by Wall St. Rank held Valvoline as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.