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Wilbanks Smith & Thomas Asset Management’s Veralto VLTO Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio VLTO Stock Details VLTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$489K Sell
5,518
-3
-0.1% -$249 0.01% 349
2023
Q4 		$454K Buy
5,521
+1,510
+38% +$113K 0.01% 348
2023
Q3 		$339K Buy
+4,011
New +$334K 0.01% 377

Other funds holding VLTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's VLTO Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its Veralto (VLTO) stake by 0.05% in Q1 2024, selling an estimated $249 and leaving 5,518 shares worth $489K. The position accounts for 0.01% of the portfolio, ranked #349.

Wilbanks Smith & Thomas Asset Management first reported a position in VLTO in Q3 2023 and has held it in 3 quarters since. 1,022 funds tracked by Wall St. Rank hold VLTO as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 5,518 shares of Veralto worth $489K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management sold 3 Veralto shares in Q1 2024, an estimated $249.
  • Veralto made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #349 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Veralto in Q3 2023 and has held it in 3 quarters since.
  • 1,022 funds tracked by Wall St. Rank held Veralto as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.