WAM
VVV icon

Wealthspire Advisors (Maryland)’s Valvoline VVV Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-155
Closed -$3K – 2014
2019
Q1 		$3K Sell
155
-4
-3% -$79 ﹤0.01% 2063
2018
Q4 		$3K Buy
159
+44
+38% +$879 ﹤0.01% 2005
2018
Q3 		$2K Hold
115
– – ﹤0.01% 2207
2018
Q2 		$2K Sell
115
-45
-28% -$951 ﹤0.01% 2212
2018
Q1 		$4K Buy
160
+16
+11% +$381 ﹤0.01% 1941
2017
Q4 		$4K Buy
144
+83
+136% +$2K ﹤0.01% 1929
2017
Q3 		$1K Sell
61
-467
-88% -$10.5K ﹤0.01% 2156
2017
Q2 		$13K Buy
+528
New +$12.2K ﹤0.01% 1444

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return