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TCI Wealth Advisors’s Valvoline VVV Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-8
Closed -$280 – 2205
2023
Q1 		$280 Hold
8
– – ﹤0.01% 2298
2022
Q4 		$261 Hold
8
– – ﹤0.01% 2306
2022
Q3 		$0 Buy
+8
New +$234 ﹤0.01% 2610
2018
Q4 		– Sell
-21
Closed – – 1670
2018
Q3 		$0 Sell
21
-43
-67% -$934 ﹤0.01% 1594
2018
Q2 		$1K Buy
+64
New +$1.35K ﹤0.01% 1395

Other funds holding VVV

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TCI Wealth Advisors's VVV Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Valvoline (VVV) in Q2 2023, closing a stake of 8 shares — an estimated $280 sold.

TCI Wealth Advisors first reported a position in VVV in Q2 2018 and held it in 5 quarters. The position peaked at $1K in Q2 2018. 374 funds tracked by Wall St. Rank hold VVV as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Valvoline position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 8 Valvoline shares in Q2 2023, an estimated $280.
  • TCI Wealth Advisors first reported a position in Valvoline in Q2 2018 and held it in 5 quarters.
  • TCI Wealth Advisors's Valvoline position peaked at $1K in Q2 2018.
  • 374 funds tracked by Wall St. Rank held Valvoline as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.