Level Financial Advisors’s Veralto VLTO Stock Holding History

Level Financial 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 Q1	–	Sell	-66	Closed	-$5.43K	–	247
2023 Q4	$5.43K	Buy	+66	New	+$4.93K	﹤0.01%	211

Other funds holding VLTO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Level Financial Advisors's VLTO Position: Q1 2024 in Review

Level Financial Advisors sold out of Veralto (VLTO) in Q1 2024, closing a stake of 66 shares — an estimated $5.43K sold.

Level Financial Advisors first reported a position in VLTO in Q4 2023 and held it in 1 quarter. The position peaked at $5.43K in Q4 2023. 1,024 funds tracked by Wall St. Rank hold VLTO as of Q1 2024.

Level Financial Advisors reported no remaining Veralto position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 66 Veralto shares in Q1 2024, an estimated $5.43K.
Level Financial Advisors first reported a position in Veralto in Q4 2023 and held it in 1 quarter.
Level Financial Advisors's Veralto position peaked at $5.43K in Q4 2023.
1,024 funds tracked by Wall St. Rank held Veralto as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.