VWA
VATE icon

Visionary Wealth Advisors’s INNOVATE Corp VATE Stock Holding History

Visionary Wealth Advisors’s Portfolio VATE Stock Details VATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,160
Closed -$20.3K – 478
2023
Q2 		$20.3K Hold
1,160
– – ﹤0.01% 456
2023
Q1 		$34.5K Buy
+1,160
New +$33.9K ﹤0.01% 446

Other funds holding VATE

JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Visionary Wealth Advisors's VATE Position: Q3 2023 in Review

Visionary Wealth Advisors sold out of INNOVATE Corp (VATE) in Q3 2023, closing a stake of 1,160 shares — an estimated $20.3K sold.

Visionary Wealth Advisors first reported a position in VATE in Q1 2023 and held it in 2 quarters. The position peaked at $34.5K in Q1 2023. 62 funds tracked by Wall St. Rank hold VATE as of Q3 2023.

  • Visionary Wealth Advisors reported no remaining INNOVATE Corp position as of Q3 2023 after selling out during the quarter.
  • Visionary Wealth Advisors sold 1,160 INNOVATE Corp shares in Q3 2023, an estimated $20.3K.
  • Visionary Wealth Advisors first reported a position in INNOVATE Corp in Q1 2023 and held it in 2 quarters.
  • Visionary Wealth Advisors's INNOVATE Corp position peaked at $34.5K in Q1 2023.
  • 62 funds tracked by Wall St. Rank held INNOVATE Corp as of Q3 2023.

Based on Visionary Wealth Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.