JWM
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Janiczek Wealth Management’s Valvoline VVV Stock Holding History

Janiczek Wealth Management’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
2024
Q2 		$735 Hold
17
– – ﹤0.01% 965
2024
Q1 		$758 Hold
17
– – ﹤0.01% 970
2023
Q4 		$639 Buy
+17
New +$569 ﹤0.01% 975

Other funds holding VVV

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return

Janiczek Wealth Management's VVV Position: Q2 2024 in Review

Janiczek Wealth Management held its Valvoline (VVV) position steady in Q2 2024 at 17 shares worth $735. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Janiczek Wealth Management first reported a position in VVV in Q4 2023 and has held it in 3 quarters since. The position peaked at $758 in Q1 2024. 407 funds tracked by Wall St. Rank hold VVV as of Q2 2024.

  • Janiczek Wealth Management held 17 shares of Valvoline worth $735 as of Q2 2024.
  • Janiczek Wealth Management left its Valvoline share count unchanged in Q2 2024.
  • Valvoline made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #965 holding.
  • Janiczek Wealth Management first reported a position in Valvoline in Q4 2023 and has held it in 3 quarters since.
  • Janiczek Wealth Management's Valvoline position peaked at $758 in Q1 2024.
  • 407 funds tracked by Wall St. Rank held Valvoline as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.