VFA
AAMI

Valeo Financial Advisors’s Acadian Asset Management AAMI Stock Holding History

Valeo Financial Advisors’s Portfolio AAMI Stock Details AAMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-578
Closed -$12K – 1886
2021
Q1 		$12K Hold
578
– – ﹤0.01% 1320
2020
Q4 		$11K Hold
578
– – ﹤0.01% 1185
2020
Q3 		$7K Buy
+578
New +$7.62K ﹤0.01% 1184

Other funds holding AAMI

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Valeo Financial Advisors's AAMI Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Acadian Asset Management (AAMI) in Q2 2021, closing a stake of 578 shares — an estimated $12K sold.

Valeo Financial Advisors first reported a position in AAMI in Q3 2020 and held it in 3 quarters. The position peaked at $12K in Q1 2021. 167 funds tracked by Wall St. Rank hold AAMI as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Acadian Asset Management position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 578 Acadian Asset Management shares in Q2 2021, an estimated $12K.
  • Valeo Financial Advisors first reported a position in Acadian Asset Management in Q3 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's Acadian Asset Management position peaked at $12K in Q1 2021.
  • 167 funds tracked by Wall St. Rank held Acadian Asset Management as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.