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SYSTM Wealth Solutions’s Veralto VLTO Stock Holding History

SYSTM Wealth Solutions’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
-509
Closed -$48.6K – 615
2024
Q2 		$48.6K Sell
509
-1,941
-79% -$186K 0.01% 287
2024
Q1 		$217K Buy
2,450
+253
+12% +$21K 0.03% 390
2023
Q4 		$181K Buy
+2,197
New +$164K 0.03% 391

Other funds holding VLTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SYSTM Wealth Solutions's VLTO Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Veralto (VLTO) in Q3 2024, closing a stake of 509 shares — an estimated $48.6K sold.

SYSTM Wealth Solutions first reported a position in VLTO in Q4 2023 and held it in 3 quarters. The position peaked at $217K in Q1 2024. 1,047 funds tracked by Wall St. Rank hold VLTO as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Veralto position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 509 Veralto shares in Q3 2024, an estimated $48.6K.
  • SYSTM Wealth Solutions first reported a position in Veralto in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Veralto position peaked at $217K in Q1 2024.
  • 1,047 funds tracked by Wall St. Rank held Veralto as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.