MWM
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Midwest Wealth Management’s Valvoline VVV Stock Holding History

Midwest 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
Q1 		$295K Buy
+9,348
New +$305K 0.18% 89

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Midwest Wealth Management's VVV Position: Q1 2022 in Review

Midwest Wealth Management opened a new position in Valvoline (VVV) in Q1 2022: 9,348 shares worth $295K. The stake represents 0.18% of the portfolio and ranks #89 among its holdings.

395 funds tracked by Wall St. Rank hold VVV as of Q1 2022.

  • Midwest Wealth Management held 9,348 shares of Valvoline worth $295K as of Q1 2022.
  • Valvoline was a new Midwest Wealth Management position in Q1 2022.
  • Valvoline made up 0.18% of Midwest Wealth Management's portfolio in Q1 2022, its #89 holding.
  • 395 funds tracked by Wall St. Rank held Valvoline as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.