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Institute for Wealth Management’s Vontier VNT Stock Holding History

Institute for Wealth Management’s Portfolio VNT Stock Details VNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-17,118
Closed -$394K – 529
2022
Q2 		$394K Buy
17,118
+9,020
+111% +$231K 0.08% 332
2022
Q1 		$206K Buy
+8,098
New +$214K 0.03% 508

Other funds holding VNT

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Institute for Wealth Management's VNT Position: Q3 2022 in Review

Institute for Wealth Management sold out of Vontier (VNT) in Q3 2022, closing a stake of 17,118 shares — an estimated $394K sold.

Institute for Wealth Management first reported a position in VNT in Q1 2022 and held it in 2 quarters. The position peaked at $394K in Q2 2022. 424 funds tracked by Wall St. Rank hold VNT as of Q3 2022.

  • Institute for Wealth Management reported no remaining Vontier position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 17,118 Vontier shares in Q3 2022, an estimated $394K.
  • Institute for Wealth Management first reported a position in Vontier in Q1 2022 and held it in 2 quarters.
  • Institute for Wealth Management's Vontier position peaked at $394K in Q2 2022.
  • 424 funds tracked by Wall St. Rank held Vontier as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.