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Harvest Group Wealth Management’s Valvoline VVV Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-14
Closed – – 701
2020
Q4 		$0 Hold
14
– – ﹤0.01% 863
2020
Q3 		$0 Hold
14
– – ﹤0.01% 838
2020
Q2 		$0 Hold
14
– – ﹤0.01% 863
2020
Q1 		$0 Buy
+14
New +$268 ﹤0.01% 1032
2019
Q4 		– Sell
-76
Closed -$2K – 1057
2019
Q3 		$2K Buy
+76
New +$1.63K ﹤0.01% 779

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harvest Group Wealth Management's VVV Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Valvoline (VVV) in Q1 2021, closing a stake of 14 shares.

Harvest Group Wealth Management first reported a position in VVV in Q3 2019 and held it in 5 quarters. The position peaked at $2K in Q3 2019. 332 funds tracked by Wall St. Rank hold VVV as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Valvoline position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 14 Valvoline shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Valvoline in Q3 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Valvoline position peaked at $2K in Q3 2019.
  • 332 funds tracked by Wall St. Rank held Valvoline as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.