Phoenix Wealth Advisors’s Vontier VNT Stock Holding History

Phoenix Wealth Advisors’s Portfolio VNT Stock Details VNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-103	Closed	-$3K	–	346
2021 Q3	$3K	Hold	103	–	–	﹤0.01%	357
2021 Q2	$3K	Hold	103	–	–	﹤0.01%	352
2021 Q1	$3K	Hold	103	–	–	﹤0.01%	342
2020 Q4	$3K	Buy	+103	New	+$3.18K	﹤0.01%	325

Other funds holding VNT

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

SSM

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Phoenix Wealth Advisors's VNT Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Vontier (VNT) in Q4 2021, closing a stake of 103 shares — an estimated $3K sold.

Phoenix Wealth Advisors first reported a position in VNT in Q4 2020 and held it in 4 quarters. The position peaked at $3K in Q3 2021. 482 funds tracked by Wall St. Rank hold VNT as of Q4 2021.

Phoenix Wealth Advisors reported no remaining Vontier position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 103 Vontier shares in Q4 2021, an estimated $3K.
Phoenix Wealth Advisors first reported a position in Vontier in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's Vontier position peaked at $3K in Q3 2021.
482 funds tracked by Wall St. Rank held Vontier as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.