Simplicity Wealth’s Visteon VC Stock Holding History

Simplicity Wealth’s Portfolio VC Stock Details VC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,611	Closed	-$279K	–	1175
2024 Q2	$279K	Sell	2,611 -14	-0.5%	-$1.55K	0.01%	979
2024 Q1	$309K	Buy	+2,625	New	+$306K	0.01%	908

Other funds holding VC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Simplicity Wealth's VC Position: Q3 2024 in Review

Simplicity Wealth sold out of Visteon (VC) in Q3 2024, closing a stake of 2,611 shares — an estimated $279K sold.

Simplicity Wealth first reported a position in VC in Q1 2024 and held it in 2 quarters. The position peaked at $309K in Q1 2024. 286 funds tracked by Wall St. Rank hold VC as of Q3 2024.

Simplicity Wealth reported no remaining Visteon position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 2,611 Visteon shares in Q3 2024, an estimated $279K.
Simplicity Wealth first reported a position in Visteon in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Visteon position peaked at $309K in Q1 2024.
286 funds tracked by Wall St. Rank held Visteon as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.