Dougherty Wealth Advisers’s Vontier VNT Stock Holding History

Dougherty Wealth Advisers’s Portfolio VNT Stock Details VNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-247	Closed	-$8K	–	145
2020 Q4	$8K	Buy	+247	New	+$7.62K	0.01%	138

Other funds holding VNT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Dougherty Wealth Advisers's VNT Position: Q1 2021 in Review

Dougherty Wealth Advisers sold out of Vontier (VNT) in Q1 2021, closing a stake of 247 shares — an estimated $8K sold.

Dougherty Wealth Advisers first reported a position in VNT in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 466 funds tracked by Wall St. Rank hold VNT as of Q1 2021.

Dougherty Wealth Advisers reported no remaining Vontier position as of Q1 2021 after selling out during the quarter.
Dougherty Wealth Advisers sold 247 Vontier shares in Q1 2021, an estimated $8K.
Dougherty Wealth Advisers first reported a position in Vontier in Q4 2020 and held it in 1 quarter.
Dougherty Wealth Advisers's Vontier position peaked at $8K in Q4 2020.
466 funds tracked by Wall St. Rank held Vontier as of Q1 2021.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2021, filed 6 May 2021.