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Lake Point Wealth Management’s Valvoline VVV Stock Holding History

Lake Point 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
2022
Q2 		$1K Hold
50
– – ﹤0.01% 426
2022
Q1 		$2K Hold
50
– – ﹤0.01% 357
2021
Q4 		$2K Buy
+50
New +$1.74K ﹤0.01% 360

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
Fidelity Investments
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
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $95.5B AUM 28.4% 1-Year Est. Return

Lake Point Wealth Management's VVV Position: Q2 2022 in Review

Lake Point Wealth Management held its Valvoline (VVV) position steady in Q2 2022 at 50 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Lake Point Wealth Management first reported a position in VVV in Q4 2021 and has held it in 3 quarters since. The position peaked at $2K in Q1 2022. 377 funds tracked by Wall St. Rank hold VVV as of Q2 2022.

  • Lake Point Wealth Management held 50 shares of Valvoline worth $1K as of Q2 2022.
  • Lake Point Wealth Management left its Valvoline share count unchanged in Q2 2022.
  • Valvoline made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #426 holding.
  • Lake Point Wealth Management first reported a position in Valvoline in Q4 2021 and has held it in 3 quarters since.
  • Lake Point Wealth Management's Valvoline position peaked at $2K in Q1 2022.
  • 377 funds tracked by Wall St. Rank held Valvoline as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.