IronBridge Private Wealth’s Valvoline VVV Stock Holding History

IronBridge Private Wealth’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
2022 Q1	–	Sell	-1,176	Closed	-$44K	–	296
2021 Q4	$44K	Buy	+1,176	New	+$41K	0.02%	74

Other funds holding VVV

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

IronBridge Private Wealth's VVV Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Valvoline (VVV) in Q1 2022, closing a stake of 1,176 shares — an estimated $44K sold.

IronBridge Private Wealth first reported a position in VVV in Q4 2021 and held it in 1 quarter. The position peaked at $44K in Q4 2021. 395 funds tracked by Wall St. Rank hold VVV as of Q1 2022.

IronBridge Private Wealth reported no remaining Valvoline position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 1,176 Valvoline shares in Q1 2022, an estimated $44K.
IronBridge Private Wealth first reported a position in Valvoline in Q4 2021 and held it in 1 quarter.
IronBridge Private Wealth's Valvoline position peaked at $44K in Q4 2021.
395 funds tracked by Wall St. Rank held Valvoline as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.