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Financial Architects (New Jersey)’s Valvoline VVV Stock Holding History

Financial Architects (New Jersey)’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
2020
Q1 		– Sell
-6,545
Closed -$140K – 935
2019
Q4 		$140K Sell
6,545
-4,830
-42% -$107K 0.03% 283
2019
Q3 		$251K Buy
+11,375
New +$244K 0.06% 212

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Financial Architects (New Jersey)'s VVV Position: Q1 2020 in Review

Financial Architects (New Jersey) sold out of Valvoline (VVV) in Q1 2020, closing a stake of 6,545 shares — an estimated $140K sold.

Financial Architects (New Jersey) first reported a position in VVV in Q3 2019 and held it in 2 quarters. The position peaked at $251K in Q3 2019. 313 funds tracked by Wall St. Rank hold VVV as of Q1 2020.

  • Financial Architects (New Jersey) reported no remaining Valvoline position as of Q1 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 6,545 Valvoline shares in Q1 2020, an estimated $140K.
  • Financial Architects (New Jersey) first reported a position in Valvoline in Q3 2019 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Valvoline position peaked at $251K in Q3 2019.
  • 313 funds tracked by Wall St. Rank held Valvoline as of Q1 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2020, filed 7 May 2020.