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Valeo Financial Advisors’s ACI Worldwide ACIW Stock Holding History

Valeo Financial Advisors’s Portfolio ACIW Stock Details ACIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-13
Closed – – 529
2021
Q1 		$0 Buy
+13
New +$513 ﹤0.01% 1993
2018
Q2 		– Sell
-335
Closed -$8K – 1598
2018
Q1 		$8K Buy
+335
New +$7.92K ﹤0.01% 974

Other funds holding ACIW

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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Valeo Financial Advisors sold out of ACI Worldwide (ACIW) in Q2 2021, closing a stake of 13 shares.

Valeo Financial Advisors first reported a position in ACIW in Q1 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 272 funds tracked by Wall St. Rank hold ACIW as of Q2 2021.

  • Valeo Financial Advisors reported no remaining ACI Worldwide position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 13 ACI Worldwide shares in Q2 2021.
  • Valeo Financial Advisors first reported a position in ACI Worldwide in Q1 2018 and held it in 2 quarters.
  • Valeo Financial Advisors's ACI Worldwide position peaked at $8K in Q1 2018.
  • 272 funds tracked by Wall St. Rank held ACI Worldwide as of Q2 2021.

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