HFP
VSM

Holistic Financial Partners’s Versum Materials, Inc. VSM Stock Holding History

Holistic Financial Partners’s Portfolio VSM Stock Details VSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-75
Closed -$3K – 411
2018
Q1 		$3K Hold
75
– – ﹤0.01% 416
2017
Q4 		$3K Buy
+75
New +$2.92K ﹤0.01% 419

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Holistic Financial Partners's VSM Position: Q2 2018 in Review

Holistic Financial Partners sold out of Versum Materials, Inc. (VSM) in Q2 2018, closing a stake of 75 shares — an estimated $3K sold.

Holistic Financial Partners first reported a position in VSM in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 399 funds tracked by Wall St. Rank hold VSM as of Q2 2018.

  • Holistic Financial Partners reported no remaining Versum Materials, Inc. position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 75 Versum Materials, Inc. shares in Q2 2018, an estimated $3K.
  • Holistic Financial Partners first reported a position in Versum Materials, Inc. in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Versum Materials, Inc. position peaked at $3K in Q1 2018.
  • 399 funds tracked by Wall St. Rank held Versum Materials, Inc. as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.