VFA
AAOI icon

Valeo Financial Advisors’s Applied Optoelectronics AAOI Stock Holding History

Valeo Financial Advisors’s Portfolio AAOI Stock Details AAOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-386
Closed -$5K – 1536
2019
Q1 		$5K Buy
+386
New +$5.82K ﹤0.01% 1133
2017
Q4 		– Sell
-800
Closed -$52K – 1378
2017
Q3 		$52K Buy
+800
New +$56.5K 0.01% 401

Other funds holding AAOI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Valeo Financial Advisors's AAOI Position: Q2 2019 in Review

Valeo Financial Advisors sold out of Applied Optoelectronics (AAOI) in Q2 2019, closing a stake of 386 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in AAOI in Q3 2017 and held it in 2 quarters. The position peaked at $52K in Q3 2017. 127 funds tracked by Wall St. Rank hold AAOI as of Q2 2019.

  • Valeo Financial Advisors reported no remaining Applied Optoelectronics position as of Q2 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 386 Applied Optoelectronics shares in Q2 2019, an estimated $5K.
  • Valeo Financial Advisors first reported a position in Applied Optoelectronics in Q3 2017 and held it in 2 quarters.
  • Valeo Financial Advisors's Applied Optoelectronics position peaked at $52K in Q3 2017.
  • 127 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2019.

Based on Valeo Financial Advisors's 13F filing for Q2 2019, filed 10 Jul 2019.