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Goodwin Investment Advisory’s Valvoline VVV Stock Holding History

Goodwin Investment Advisory’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
2023
Q1 		– Sell
-23
Closed -$751 – 211
2022
Q4 		$751 Hold
23
– – ﹤0.01% 208
2022
Q3 		$1K Buy
+23
New +$673 ﹤0.01% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goodwin Investment Advisory's VVV Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Valvoline (VVV) in Q1 2023, closing a stake of 23 shares — an estimated $751 sold.

Goodwin Investment Advisory first reported a position in VVV in Q3 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 366 funds tracked by Wall St. Rank hold VVV as of Q1 2023.

  • Goodwin Investment Advisory reported no remaining Valvoline position as of Q1 2023 after selling out during the quarter.
  • Goodwin Investment Advisory sold 23 Valvoline shares in Q1 2023, an estimated $751.
  • Goodwin Investment Advisory first reported a position in Valvoline in Q3 2022 and held it in 2 quarters.
  • Goodwin Investment Advisory's Valvoline position peaked at $1K in Q3 2022.
  • 366 funds tracked by Wall St. Rank held Valvoline as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.