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Plante Moran Financial Advisors’s Valvoline VVV Stock Holding History

Plante Moran Financial 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
2021
Q2 		– Sell
-340
Closed -$9K – 1104
2021
Q1 		$9K Buy
+340
New +$8.48K ﹤0.01% 677
2018
Q2 		– Sell
-28
Closed -$1K – 984
2018
Q1 		$1K Buy
+28
New +$666 ﹤0.01% 921
2017
Q1 		– Sell
-167
Closed -$4K – 1041
2016
Q4 		$4K Buy
+167
New +$3.54K ﹤0.01% 776

Other funds holding VVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Plante Moran Financial Advisors's VVV Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of Valvoline (VVV) in Q2 2021, closing a stake of 340 shares — an estimated $9K sold.

Plante Moran Financial Advisors first reported a position in VVV in Q4 2016 and held it in 3 quarters. The position peaked at $9K in Q1 2021. 332 funds tracked by Wall St. Rank hold VVV as of Q2 2021.

  • Plante Moran Financial Advisors reported no remaining Valvoline position as of Q2 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 340 Valvoline shares in Q2 2021, an estimated $9K.
  • Plante Moran Financial Advisors first reported a position in Valvoline in Q4 2016 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Valvoline position peaked at $9K in Q1 2021.
  • 332 funds tracked by Wall St. Rank held Valvoline as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.