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Kingswood Wealth Advisors’s Veralto VLTO Stock Holding History

Kingswood 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
Q4 		– Sell
-2,499
Closed -$279K – 897
2024
Q3 		$279K Sell
2,499
-485
-16% -$51.3K 0.02% 592
2024
Q2 		$285K Buy
2,984
+520
+21% +$49.7K 0.03% 541
2024
Q1 		$218K Sell
2,464
-279
-10% -$23.1K 0.03% 560
2023
Q4 		$226K Buy
+2,743
New +$205K 0.03% 548

Other funds holding VLTO

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kingswood Wealth Advisors's VLTO Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Veralto (VLTO) in Q4 2024, closing a stake of 2,499 shares — an estimated $279K sold.

Kingswood Wealth Advisors first reported a position in VLTO in Q4 2023 and held it in 4 quarters. The position peaked at $285K in Q2 2024. 1,063 funds tracked by Wall St. Rank hold VLTO as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Veralto position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 2,499 Veralto shares in Q4 2024, an estimated $279K.
  • Kingswood Wealth Advisors first reported a position in Veralto in Q4 2023 and held it in 4 quarters.
  • Kingswood Wealth Advisors's Veralto position peaked at $285K in Q2 2024.
  • 1,063 funds tracked by Wall St. Rank held Veralto as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.