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JP Morgan Private Wealth Advisors’s Valvoline VVV Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q2 		– Sell
-5,824
Closed -$203K – 1911
2023
Q1 		$203K Sell
5,824
-936
-14% -$32.6K ﹤0.01% 1826
2022
Q4 		$221K Buy
+6,760
New +$205K ﹤0.01% 1779
2022
Q1 		– Sell
-5,398
Closed -$201K – 2082
2021
Q4 		$201K Buy
+5,398
New +$188K ﹤0.01% 1912

Other funds holding VVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Private Wealth Advisors's VVV Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Valvoline (VVV) in Q2 2023, closing a stake of 5,824 shares — an estimated $203K sold.

JP Morgan Private Wealth Advisors first reported a position in VVV in Q4 2021 and held it in 3 quarters. The position peaked at $221K in Q4 2022. 374 funds tracked by Wall St. Rank hold VVV as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Valvoline position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 5,824 Valvoline shares in Q2 2023, an estimated $203K.
  • JP Morgan Private Wealth Advisors first reported a position in Valvoline in Q4 2021 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's Valvoline position peaked at $221K in Q4 2022.
  • 374 funds tracked by Wall St. Rank held Valvoline as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.