IBEX Wealth Advisors’s Veralto VLTO Stock Holding History

IBEX Wealth Advisors’s Portfolio VLTO Stock Details VLTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2	Closed	-$191	–	270
2024 Q2	$191	Buy	+2	New	+$191	﹤0.01%	281

Other funds holding VLTO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IBEX Wealth Advisors's VLTO Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Veralto (VLTO) in Q3 2024, closing a stake of 2 shares — an estimated $191 sold.

IBEX Wealth Advisors first reported a position in VLTO in Q2 2024 and held it in 1 quarter. The position peaked at $191 in Q2 2024. 1,050 funds tracked by Wall St. Rank hold VLTO as of Q3 2024.

IBEX Wealth Advisors reported no remaining Veralto position as of Q3 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 2 Veralto shares in Q3 2024, an estimated $191.
IBEX Wealth Advisors first reported a position in Veralto in Q2 2024 and held it in 1 quarter.
IBEX Wealth Advisors's Veralto position peaked at $191 in Q2 2024.
1,050 funds tracked by Wall St. Rank held Veralto as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.