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Evolution Wealth Advisors’s Vontier VNT Stock Holding History

Evolution Wealth Advisors’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
Q4 		– Sell
-29
Closed -$1K – 615
2021
Q3 		$1K Hold
29
– – ﹤0.01% 659
2021
Q2 		$1K Hold
29
– – ﹤0.01% 625
2021
Q1 		$1K Hold
29
– – ﹤0.01% 639
2020
Q4 		$1K Buy
+29
New +$895 ﹤0.01% 573

Other funds holding VNT

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evolution Wealth Advisors's VNT Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Vontier (VNT) in Q4 2021, closing a stake of 29 shares — an estimated $1K sold.

Evolution Wealth Advisors first reported a position in VNT in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2021. 482 funds tracked by Wall St. Rank hold VNT as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Vontier position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 29 Vontier shares in Q4 2021, an estimated $1K.
  • Evolution Wealth Advisors first reported a position in Vontier in Q4 2020 and held it in 4 quarters.
  • Evolution Wealth Advisors's Vontier position peaked at $1K in Q3 2021.
  • 482 funds tracked by Wall St. Rank held Vontier as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.