Lenox Wealth Advisors’s Valvoline VVV Stock Holding History

Lenox 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
2021 Q2	–	Sell	-134	Closed	-$3K	–	805
2021 Q1	$3K	Buy	+134	New	+$3.34K	﹤0.01%	583

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BWA

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

Lenox Wealth Advisors's VVV Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of Valvoline (VVV) in Q2 2021, closing a stake of 134 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in VVV in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 332 funds tracked by Wall St. Rank hold VVV as of Q2 2021.

Lenox Wealth Advisors reported no remaining Valvoline position as of Q2 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 134 Valvoline shares in Q2 2021, an estimated $3K.
Lenox Wealth Advisors first reported a position in Valvoline in Q1 2021 and held it in 1 quarter.
Lenox Wealth Advisors's Valvoline position peaked at $3K in Q1 2021.
332 funds tracked by Wall St. Rank held Valvoline as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.