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Wipfli Financial Advisors’s Valvoline VVV Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$43K Buy
+1,695
New +$49.6K ﹤0.01% 1169

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wipfli Financial Advisors's VVV Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Valvoline (VVV) in Q3 2022: 1,695 shares worth $43K. The stake represents ﹤0.01% of the portfolio and ranks #1169 among its holdings.

353 funds tracked by Wall St. Rank hold VVV as of Q3 2022.

  • Wipfli Financial Advisors held 1,695 shares of Valvoline worth $43K as of Q3 2022.
  • Valvoline was a new Wipfli Financial Advisors position in Q3 2022.
  • Valvoline made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1169 holding.
  • 353 funds tracked by Wall St. Rank held Valvoline as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.