TritonPoint Wealth’s Veralto VLTO Stock Holding History

TritonPoint 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 Q2	–	Sell	-882	Closed	-$994K	–	338
2024 Q1	$994K	Sell	882 -11,638	-93%	-$965K	0.1%	143
2023 Q4	$1.03M	Buy	+12,520	New	+$935K	0.1%	150

Other funds holding VLTO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

TritonPoint Wealth's VLTO Position: Q2 2024 in Review

TritonPoint Wealth sold out of Veralto (VLTO) in Q2 2024, closing a stake of 882 shares — an estimated $994K sold.

TritonPoint Wealth first reported a position in VLTO in Q4 2023 and held it in 2 quarters. The position peaked at $1.03M in Q4 2023. 1,011 funds tracked by Wall St. Rank hold VLTO as of Q2 2024.

TritonPoint Wealth reported no remaining Veralto position as of Q2 2024 after selling out during the quarter.
TritonPoint Wealth sold 882 Veralto shares in Q2 2024, an estimated $994K.
TritonPoint Wealth first reported a position in Veralto in Q4 2023 and held it in 2 quarters.
TritonPoint Wealth's Veralto position peaked at $1.03M in Q4 2023.
1,011 funds tracked by Wall St. Rank held Veralto as of Q2 2024.

Based on TritonPoint Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.