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WealthPLAN Partners’s Vontier VNT Stock Holding History

WealthPLAN Partners’s Portfolio VNT Stock Details VNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-43
Closed -$1.39K – 1151
2023
Q2 		$1.39K Hold
43
– – ﹤0.01% 1113
2023
Q1 		$1.18K Buy
+43
New +$1.04K ﹤0.01% 1190

Other funds holding VNT

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's VNT Position: Q3 2023 in Review

WealthPLAN Partners sold out of Vontier (VNT) in Q3 2023, closing a stake of 43 shares — an estimated $1.39K sold.

WealthPLAN Partners first reported a position in VNT in Q1 2023 and held it in 2 quarters. The position peaked at $1.39K in Q2 2023. 423 funds tracked by Wall St. Rank hold VNT as of Q3 2023.

  • WealthPLAN Partners reported no remaining Vontier position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 43 Vontier shares in Q3 2023, an estimated $1.39K.
  • WealthPLAN Partners first reported a position in Vontier in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Vontier position peaked at $1.39K in Q2 2023.
  • 423 funds tracked by Wall St. Rank held Vontier as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.