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Jaffetilchin Investment Partners’s American Century US Quality Value ETF VALQ Stock Holding History

Jaffetilchin Investment Partners’s Portfolio VALQ Stock Details VALQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-26,010
Closed -$815K – 238
2020
Q1 		$815K Buy
26,010
+4,546
+21% +$179K 0.29% 51
2019
Q4 		$927K Buy
21,464
+367
+2% +$15.4K 0.2% 74
2019
Q3 		$859K Buy
+21,097
New +$842K 0.21% 75

Other funds holding VALQ

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Jaffetilchin Investment Partners's VALQ Position: Q2 2020 in Review

Jaffetilchin Investment Partners sold out of American Century US Quality Value ETF (VALQ) in Q2 2020, closing a stake of 26,010 shares — an estimated $815K sold.

Jaffetilchin Investment Partners first reported a position in VALQ in Q3 2019 and held it in 3 quarters. The position peaked at $927K in Q4 2019. 14 funds tracked by Wall St. Rank hold VALQ as of Q2 2020.

  • Jaffetilchin Investment Partners reported no remaining American Century US Quality Value ETF position as of Q2 2020 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 26,010 American Century US Quality Value ETF shares in Q2 2020, an estimated $815K.
  • Jaffetilchin Investment Partners first reported a position in American Century US Quality Value ETF in Q3 2019 and held it in 3 quarters.
  • Jaffetilchin Investment Partners's American Century US Quality Value ETF position peaked at $927K in Q4 2019.
  • 14 funds tracked by Wall St. Rank held American Century US Quality Value ETF as of Q2 2020.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2020, filed 31 Jul 2020.