Valeo Financial Advisors’s Atlantic Capital Bancshares, Inc. Common Stock ACBI Stock Holding History

Valeo Financial Advisors’s Portfolio ACBI Stock Details ACBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-5,409	Closed	-$130K	–	2061
2021 Q1	$130K	Buy	+5,409	New	+$111K	0.01%	547
2020 Q3	–	Sell	-5,505	Closed	-$67K	–	2256
2020 Q2	$67K	Hold	5,505	–	–	0.01%	625
2020 Q1	$61K	Hold	5,505	–	–	0.01%	542
2019 Q4	$101K	Hold	5,505	–	–	0.01%	465
2019 Q3	$95K	Buy	5,505 +1,079	+24%	+$18.7K	0.01%	446
2019 Q2	$76K	Hold	4,426	–	–	0.01%	493
2019 Q1	$79K	Hold	4,426	–	–	0.01%	460
2018 Q4	$72K	Hold	4,426	–	–	0.01%	435
2018 Q3	$67K	Hold	4,426	–	–	0.01%	491
2018 Q2	$80K	Buy	4,426 +1,991	+82%	+$39.9K	0.01%	448
2018 Q1	$44K	Buy	2,435 +350	+17%	+$6.19K	0.01%	518
2017 Q4	$37K	Buy	+2,085	New	+$35.9K	0.01%	538

Other funds holding ACBI

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MFP

Michael F. Price $846M AUM 0.07% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Atlantic Capital Bancshares, Inc. Common Stock (ACBI) in Q2 2021, closing a stake of 5,409 shares — an estimated $130K sold.

Valeo Financial Advisors first reported a position in ACBI in Q4 2017 and held it in 12 quarters. The position peaked at $130K in Q1 2021. 114 funds tracked by Wall St. Rank hold ACBI as of Q2 2021.

Valeo Financial Advisors reported no remaining Atlantic Capital Bancshares, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 5,409 Atlantic Capital Bancshares, Inc. Common Stock shares in Q2 2021, an estimated $130K.
Valeo Financial Advisors first reported a position in Atlantic Capital Bancshares, Inc. Common Stock in Q4 2017 and held it in 12 quarters.
Valeo Financial Advisors's Atlantic Capital Bancshares, Inc. Common Stock position peaked at $130K in Q1 2021.
114 funds tracked by Wall St. Rank held Atlantic Capital Bancshares, Inc. Common Stock as of Q2 2021.

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