Summit Wealth Group’s Valvoline VVV Stock Holding History

Summit Wealth Group’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
2021 Q3	–	Sell	-13	Closed	–	–	215
2021 Q2	$0	Hold	13	–	–	﹤0.01%	211
2021 Q1	$0	Buy	+13	New	+$324	﹤0.01%	219

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Summit Wealth Group's VVV Position: Q3 2021 in Review

Summit Wealth Group sold out of Valvoline (VVV) in Q3 2021, closing a stake of 13 shares.

Summit Wealth Group first reported a position in VVV in Q1 2021 and held it in 2 quarters. The position peaked at $0 in Q2 2021. 333 funds tracked by Wall St. Rank hold VVV as of Q3 2021.

Summit Wealth Group reported no remaining Valvoline position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 13 Valvoline shares in Q3 2021.
Summit Wealth Group first reported a position in Valvoline in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Valvoline position peaked at $0 in Q2 2021.
333 funds tracked by Wall St. Rank held Valvoline as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.