Howard Wealth Management’s Valhi VHI Stock Holding History

Howard Wealth Management’s Portfolio VHI Stock Details VHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-220	Closed	-$4K	–	487
2019 Q4	$4K	Buy	+220	New	+$5.05K	﹤0.01%	434

Other funds holding VHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GPCM

Greenbrier Partners Capital Management Dallas, Texas $1.3B AUM 21.43% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Howard Wealth Management's VHI Position: Q1 2020 in Review

Howard Wealth Management sold out of Valhi (VHI) in Q1 2020, closing a stake of 220 shares — an estimated $4K sold.

Howard Wealth Management first reported a position in VHI in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 56 funds tracked by Wall St. Rank hold VHI as of Q1 2020.

Howard Wealth Management reported no remaining Valhi position as of Q1 2020 after selling out during the quarter.
Howard Wealth Management sold 220 Valhi shares in Q1 2020, an estimated $4K.
Howard Wealth Management first reported a position in Valhi in Q4 2019 and held it in 1 quarter.
Howard Wealth Management's Valhi position peaked at $4K in Q4 2019.
56 funds tracked by Wall St. Rank held Valhi as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.