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Freedman Financial Associates’s Valero Energy VLO Stock Holding History

Freedman Financial Associates’s Portfolio VLO Stock Details VLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-16
Closed -$1K – 487
2021
Q3 		$1K Buy
+16
New +$1.06K ﹤0.01% 466

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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Freedman Financial Associates's VLO Position: Q4 2021 in Review

Freedman Financial Associates sold out of Valero Energy (VLO) in Q4 2021, closing a stake of 16 shares — an estimated $1K sold.

Freedman Financial Associates first reported a position in VLO in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 1,063 funds tracked by Wall St. Rank hold VLO as of Q4 2021.

  • Freedman Financial Associates reported no remaining Valero Energy position as of Q4 2021 after selling out during the quarter.
  • Freedman Financial Associates sold 16 Valero Energy shares in Q4 2021, an estimated $1K.
  • Freedman Financial Associates first reported a position in Valero Energy in Q3 2021 and held it in 1 quarter.
  • Freedman Financial Associates's Valero Energy position peaked at $1K in Q3 2021.
  • 1,063 funds tracked by Wall St. Rank held Valero Energy as of Q4 2021.

Based on Freedman Financial Associates's 13F filing for Q4 2021, filed 14 Jan 2022.