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Simplicity Wealth’s Veralto VLTO Stock Holding History

Simplicity Wealth’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
-5,281
Closed -$504K – 1185
2024
Q2 		$504K Buy
5,281
+309
+6% +$29.6K 0.01% 759
2024
Q1 		$441K Buy
+4,972
New +$412K 0.01% 785

Other funds holding VLTO

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Simplicity Wealth's VLTO Position: Q3 2024 in Review

Simplicity Wealth sold out of Veralto (VLTO) in Q3 2024, closing a stake of 5,281 shares — an estimated $504K sold.

Simplicity Wealth first reported a position in VLTO in Q1 2024 and held it in 2 quarters. The position peaked at $504K in Q2 2024. 1,050 funds tracked by Wall St. Rank hold VLTO as of Q3 2024.

  • Simplicity Wealth reported no remaining Veralto position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 5,281 Veralto shares in Q3 2024, an estimated $504K.
  • Simplicity Wealth first reported a position in Veralto in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Veralto position peaked at $504K in Q2 2024.
  • 1,050 funds tracked by Wall St. Rank held Veralto as of Q3 2024.

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