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Steward Partners Investment Advisory’s Valhi VHI Stock Holding History

Steward Partners Investment Advisory’s Portfolio VHI Stock Details VHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,250
Closed -$36K – 3387
2021
Q4 		$36K Buy
+1,250
New +$32K ﹤0.01% 2056

Other funds holding VHI

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BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Steward Partners Investment Advisory's VHI Position: Q1 2022 in Review

Steward Partners Investment Advisory sold out of Valhi (VHI) in Q1 2022, closing a stake of 1,250 shares — an estimated $36K sold.

Steward Partners Investment Advisory first reported a position in VHI in Q4 2021 and held it in 1 quarter. The position peaked at $36K in Q4 2021. 56 funds tracked by Wall St. Rank hold VHI as of Q1 2022.

  • Steward Partners Investment Advisory reported no remaining Valhi position as of Q1 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,250 Valhi shares in Q1 2022, an estimated $36K.
  • Steward Partners Investment Advisory first reported a position in Valhi in Q4 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Valhi position peaked at $36K in Q4 2021.
  • 56 funds tracked by Wall St. Rank held Valhi as of Q1 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2022, filed 2 May 2022.