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Valeo Financial Advisors’s Alector ALEC Stock Holding History

Valeo Financial Advisors’s Portfolio ALEC Stock Details ALEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-152
Closed -$3K – 558
2021
Q1 		$3K Hold
152
– – ﹤0.01% 1668
2020
Q4 		$2K Hold
152
– – ﹤0.01% 1495
2020
Q3 		$2K Sell
152
-352
-70% -$5.69K ﹤0.01% 1381
2020
Q2 		$12K Hold
504
– – ﹤0.01% 1216
2020
Q1 		$12K Buy
+504
New +$12.8K ﹤0.01% 1017

Other funds holding ALEC

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Alector (ALEC) in Q2 2021, closing a stake of 152 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in ALEC in Q1 2020 and held it in 5 quarters. The position peaked at $12K in Q2 2020. 138 funds tracked by Wall St. Rank hold ALEC as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Alector position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 152 Alector shares in Q2 2021, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Alector in Q1 2020 and held it in 5 quarters.
  • Valeo Financial Advisors's Alector position peaked at $12K in Q2 2020.
  • 138 funds tracked by Wall St. Rank held Alector as of Q2 2021.

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