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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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VVV Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Valvoline (VVV) in Q2 2019, closing a stake of 155 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in VVV in Q2 2017 and held it in 8 quarters. The position peaked at $13K in Q2 2017. 311 funds tracked by Wall St. Rank hold VVV as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Valvoline position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 155 Valvoline shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Valvoline in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Valvoline position peaked at $13K in Q2 2017.
  • 311 funds tracked by Wall St. Rank held Valvoline as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.