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Selective Wealth Management’s V2X VVX Stock Holding History

Selective Wealth Management’s Portfolio VVX Stock Details VVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5
Closed – – 720
2022
Q3 		$0 Hold
5
– – ﹤0.01% 837
2022
Q2 		$0 Hold
5
– – ﹤0.01% 831
2022
Q1 		$0 Hold
5
– – ﹤0.01% 801
2021
Q4 		$0 Hold
5
– – ﹤0.01% 703
2021
Q3 		$0 Buy
+5
New +$236 ﹤0.01% 619

Other funds holding VVX

AL
AIP LLC New York $268M AUM 40.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Selective Wealth Management's VVX Position: Q4 2022 in Review

Selective Wealth Management sold out of V2X (VVX) in Q4 2022, closing a stake of 5 shares.

Selective Wealth Management first reported a position in VVX in Q3 2021 and held it in 5 quarters. The position peaked at $0 in Q3 2022. 160 funds tracked by Wall St. Rank hold VVX as of Q4 2022.

  • Selective Wealth Management reported no remaining V2X position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 5 V2X shares in Q4 2022.
  • Selective Wealth Management first reported a position in V2X in Q3 2021 and held it in 5 quarters.
  • Selective Wealth Management's V2X position peaked at $0 in Q3 2022.
  • 160 funds tracked by Wall St. Rank held V2X as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.