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Valeo Financial Advisors’s ABM Industries ABM Stock Holding History

Valeo Financial Advisors’s Portfolio ABM Stock Details ABM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,116
Closed -$108K – 523
2021
Q1 		$108K Buy
2,116
+48
+2% +$2.1K 0.01% 590
2020
Q4 		$78K Buy
2,068
+11
+0.5% +$417 ﹤0.01% 639
2020
Q3 		$75K Buy
2,057
+10
+0.5% +$366 0.01% 542
2020
Q2 		$74K Buy
2,047
+11
+0.5% +$357 0.01% 593
2020
Q1 		$59K Buy
2,036
+1,005
+97% +$34.7K 0.01% 546
2019
Q4 		$39K Buy
1,031
+5
+0.5% +$187 ﹤0.01% 734
2019
Q3 		$37K Buy
1,026
+4
+0.4% +$155 ﹤0.01% 689
2019
Q2 		$41K Buy
+1,022
New +$38.8K ﹤0.01% 658

Other funds holding ABM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Valeo Financial Advisors sold out of ABM Industries (ABM) in Q2 2021, closing a stake of 2,116 shares — an estimated $108K sold.

Valeo Financial Advisors first reported a position in ABM in Q2 2019 and held it in 8 quarters. The position peaked at $108K in Q1 2021. 269 funds tracked by Wall St. Rank hold ABM as of Q2 2021.

  • Valeo Financial Advisors reported no remaining ABM Industries position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,116 ABM Industries shares in Q2 2021, an estimated $108K.
  • Valeo Financial Advisors first reported a position in ABM Industries in Q2 2019 and held it in 8 quarters.
  • Valeo Financial Advisors's ABM Industries position peaked at $108K in Q1 2021.
  • 269 funds tracked by Wall St. Rank held ABM Industries as of Q2 2021.

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