Moneta Group Investment Advisors’s Valvoline VVV Stock Holding History

Moneta Group Investment 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
2023 Q1	–	Sell	-9,691	Closed	-$355K	–	555
2022 Q4	$355K	Buy	+9,691	New	+$293K	0.01%	346
2022 Q1	–	Sell	-7,804	Closed	-$291K	–	497
2021 Q4	$291K	Sell	7,804 -86	-1%	-$3K	0.01%	384
2021 Q3	$246K	Buy	7,890 +96	+1%	+$2.98K	0.01%	396
2021 Q2	$253K	Sell	7,794 -31	-0.4%	-$964	0.01%	390
2021 Q1	$204K	Buy	+7,825	New	+$195K	0.01%	403

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

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

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

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

Moneta Group Investment Advisors's VVV Position: Q1 2023 in Review

Moneta Group Investment Advisors sold out of Valvoline (VVV) in Q1 2023, closing a stake of 9,691 shares — an estimated $355K sold.

Moneta Group Investment Advisors first reported a position in VVV in Q1 2021 and held it in 5 quarters. The position peaked at $355K in Q4 2022. 366 funds tracked by Wall St. Rank hold VVV as of Q1 2023.

Moneta Group Investment Advisors reported no remaining Valvoline position as of Q1 2023 after selling out during the quarter.
Moneta Group Investment Advisors sold 9,691 Valvoline shares in Q1 2023, an estimated $355K.
Moneta Group Investment Advisors first reported a position in Valvoline in Q1 2021 and held it in 5 quarters.
Moneta Group Investment Advisors's Valvoline position peaked at $355K in Q4 2022.
366 funds tracked by Wall St. Rank held Valvoline as of Q1 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2023, filed 15 May 2023.