Principle Wealth Partners’s Valvoline VVV Stock Holding History

Principle Wealth Partners’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
2020 Q3	–	Sell	-609	Closed	-$12K	–	429
2020 Q2	$12K	Buy	+609	New	+$10.3K	﹤0.01%	395

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

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

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

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

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

HVCM

HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Principle Wealth Partners's VVV Position: Q3 2020 in Review

Principle Wealth Partners sold out of Valvoline (VVV) in Q3 2020, closing a stake of 609 shares — an estimated $12K sold.

Principle Wealth Partners first reported a position in VVV in Q2 2020 and held it in 1 quarter. The position peaked at $12K in Q2 2020. 313 funds tracked by Wall St. Rank hold VVV as of Q3 2020.

Principle Wealth Partners reported no remaining Valvoline position as of Q3 2020 after selling out during the quarter.
Principle Wealth Partners sold 609 Valvoline shares in Q3 2020, an estimated $12K.
Principle Wealth Partners first reported a position in Valvoline in Q2 2020 and held it in 1 quarter.
Principle Wealth Partners's Valvoline position peaked at $12K in Q2 2020.
313 funds tracked by Wall St. Rank held Valvoline as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.