Wealthquest’s Visteon VC Stock Holding History

Wealthquest’s Portfolio VC Stock Details VC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,682	Closed	-$203K	–	148
2021 Q2	$203K	Hold	1,682	–	–	0.03%	145
2021 Q1	$205K	Hold	1,682	–	–	0.04%	137
2020 Q4	$211K	Buy	+1,682	New	+$177K	0.05%	130

Other funds holding VC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wealthquest's VC Position: Q3 2021 in Review

Wealthquest sold out of Visteon (VC) in Q3 2021, closing a stake of 1,682 shares — an estimated $203K sold.

Wealthquest first reported a position in VC in Q4 2020 and held it in 3 quarters. The position peaked at $211K in Q4 2020. 222 funds tracked by Wall St. Rank hold VC as of Q3 2021.

Wealthquest reported no remaining Visteon position as of Q3 2021 after selling out during the quarter.
Wealthquest sold 1,682 Visteon shares in Q3 2021, an estimated $203K.
Wealthquest first reported a position in Visteon in Q4 2020 and held it in 3 quarters.
Wealthquest's Visteon position peaked at $211K in Q4 2020.
222 funds tracked by Wall St. Rank held Visteon as of Q3 2021.

Based on Wealthquest's 13F filing for Q3 2021, filed 15 Nov 2021.