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Mine & Arao Wealth Creation & Management’s Valvoline VVV Stock Holding History

Mine & Arao Wealth Creation & 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
2024
Q1 		– Sell
-261
Closed -$9.81K – 393
2023
Q4 		$9.81K Hold
261
– – 0.01% 218
2023
Q3 		$8.41K Hold
261
– – 0.01% 222
2023
Q2 		$9.79K Buy
+261
New +$9.48K 0.01% 223

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's VVV Position: Q1 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Valvoline (VVV) in Q1 2024, closing a stake of 261 shares — an estimated $9.81K sold.

Mine & Arao Wealth Creation & Management first reported a position in VVV in Q2 2023 and held it in 3 quarters. The position peaked at $9.81K in Q4 2023. 417 funds tracked by Wall St. Rank hold VVV as of Q1 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining Valvoline position as of Q1 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 261 Valvoline shares in Q1 2024, an estimated $9.81K.
  • Mine & Arao Wealth Creation & Management first reported a position in Valvoline in Q2 2023 and held it in 3 quarters.
  • Mine & Arao Wealth Creation & Management's Valvoline position peaked at $9.81K in Q4 2023.
  • 417 funds tracked by Wall St. Rank held Valvoline as of Q1 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q1 2024, filed 9 May 2024.