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Vahanian & Associates Financial Planning’s Custom Truck One Source CTOS Stock Holding History

Vahanian & Associates Financial Planning’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-98,087
Closed -$823K – 42
2022
Q1 		$823K Sell
98,087
-83,375
-46% -$673K 1.9% 16
2021
Q4 		$1.45M Buy
+181,462
New +$1.56M 1.17% 19

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
HCM
Hawkeye Capital Management Miami Beach, Florida $40.6M AUM 11.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Vahanian & Associates Financial Planning's CTOS Position: Q2 2022 in Review

Vahanian & Associates Financial Planning sold out of Custom Truck One Source (CTOS) in Q2 2022, closing a stake of 98,087 shares — an estimated $823K sold.

Vahanian & Associates Financial Planning first reported a position in CTOS in Q4 2021 and held it in 2 quarters. The position peaked at $1.45M in Q4 2021. 89 funds tracked by Wall St. Rank hold CTOS as of Q2 2022.

  • Vahanian & Associates Financial Planning reported no remaining Custom Truck One Source position as of Q2 2022 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 98,087 Custom Truck One Source shares in Q2 2022, an estimated $823K.
  • Vahanian & Associates Financial Planning first reported a position in Custom Truck One Source in Q4 2021 and held it in 2 quarters.
  • Vahanian & Associates Financial Planning's Custom Truck One Source position peaked at $1.45M in Q4 2021.
  • 89 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q2 2022, filed 27 Jul 2022.