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TRUE Private Wealth Advisors’s Valvoline VVV Stock Holding History

TRUE Private 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
2021
Q1 		– Sell
-762
Closed -$17K – 694
2020
Q4 		$17K Hold
762
– – ﹤0.01% 468
2020
Q3 		$14K Buy
762
+4
+0.5% +$83 ﹤0.01% 457
2020
Q2 		$14K Buy
+758
New +$12.9K ﹤0.01% 447

Other funds holding VVV

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TRUE Private Wealth Advisors's VVV Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Valvoline (VVV) in Q1 2021, closing a stake of 762 shares — an estimated $17K sold.

TRUE Private Wealth Advisors first reported a position in VVV in Q2 2020 and held it in 3 quarters. The position peaked at $17K in Q4 2020. 332 funds tracked by Wall St. Rank hold VVV as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Valvoline position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 762 Valvoline shares in Q1 2021, an estimated $17K.
  • TRUE Private Wealth Advisors first reported a position in Valvoline in Q2 2020 and held it in 3 quarters.
  • TRUE Private Wealth Advisors's Valvoline position peaked at $17K in Q4 2020.
  • 332 funds tracked by Wall St. Rank held Valvoline as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.