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Planning Capital Management Corporation’s Veralto VLTO Stock Holding History

Planning Capital Management Corporation’s Portfolio VLTO Stock Details VLTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11
Closed -$1.05K – 912
2024
Q2 		$1.05K Hold
11
– – ﹤0.01% 586
2024
Q1 		$976 Hold
11
– – ﹤0.01% 611
2023
Q4 		$905 Buy
+11
New +$821 ﹤0.01% 605

Other funds holding VLTO

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Planning Capital Management Corporation's VLTO Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Veralto (VLTO) in Q3 2024, closing a stake of 11 shares — an estimated $1.05K sold.

Planning Capital Management Corporation first reported a position in VLTO in Q4 2023 and held it in 3 quarters. The position peaked at $1.05K in Q2 2024. 1,048 funds tracked by Wall St. Rank hold VLTO as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Veralto position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 11 Veralto shares in Q3 2024, an estimated $1.05K.
  • Planning Capital Management Corporation first reported a position in Veralto in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Veralto position peaked at $1.05K in Q2 2024.
  • 1,048 funds tracked by Wall St. Rank held Veralto as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.