VFA
AABA

Valeo Financial Advisors’s Altaba Inc AABA Stock Holding History

Valeo Financial Advisors’s Portfolio AABA Stock Details AABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,033
Closed -$40K – 1783
2019
Q3 		$40K Sell
2,033
-100
-5% -$6.61K ﹤0.01% 676
2019
Q2 		$148K Buy
2,133
+1,100
+106% +$77K 0.02% 351
2019
Q1 		$77K Hold
1,033
– – 0.01% 468
2018
Q4 		$60K Buy
1,033
+100
+11% +$6.17K 0.01% 486
2018
Q3 		$56K Hold
933
– – 0.01% 529
2018
Q2 		$65K Buy
933
+833
+833% +$62.4K 0.01% 495
2018
Q1 		$7K Buy
+100
New +$7.54K ﹤0.01% 1057

Other funds holding AABA

CWM
CIBC World Markets New York $20.8B AUM
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.69B AUM 28.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return

Valeo Financial Advisors's AABA Position: Q4 2019 in Review

Valeo Financial Advisors sold out of Altaba Inc (AABA) in Q4 2019, closing a stake of 2,033 shares — an estimated $40K sold.

Valeo Financial Advisors first reported a position in AABA in Q1 2018 and held it in 7 quarters. The position peaked at $148K in Q2 2019. 13 funds tracked by Wall St. Rank hold AABA as of Q4 2019.

  • Valeo Financial Advisors reported no remaining Altaba Inc position as of Q4 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,033 Altaba Inc shares in Q4 2019, an estimated $40K.
  • Valeo Financial Advisors first reported a position in Altaba Inc in Q1 2018 and held it in 7 quarters.
  • Valeo Financial Advisors's Altaba Inc position peaked at $148K in Q2 2019.
  • 13 funds tracked by Wall St. Rank held Altaba Inc as of Q4 2019.

Based on Valeo Financial Advisors's 13F filing for Q4 2019, filed 24 Jan 2020.