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Lionsbridge Wealth Management’s Valero Energy VLO Stock Holding History

Lionsbridge Wealth Management’s Portfolio VLO Stock Details VLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-15
Closed -$1K – 305
2019
Q4 		$1K Buy
+15
New +$1.42K ﹤0.01% 244

Other funds holding VLO

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lionsbridge Wealth Management's VLO Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Valero Energy (VLO) in Q1 2020, closing a stake of 15 shares — an estimated $1K sold.

Lionsbridge Wealth Management first reported a position in VLO in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 1,000 funds tracked by Wall St. Rank hold VLO as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Valero Energy position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 15 Valero Energy shares in Q1 2020, an estimated $1K.
  • Lionsbridge Wealth Management first reported a position in Valero Energy in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Valero Energy position peaked at $1K in Q4 2019.
  • 1,000 funds tracked by Wall St. Rank held Valero Energy as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.