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Valeo Financial Advisors’s Amcor AMCR Stock Holding History

Valeo Financial Advisors’s Portfolio AMCR Stock Details AMCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-306
Closed -$18K – 567
2021
Q1 		$18K Sell
306
-147
-32% -$8.38K ﹤0.01% 1193
2020
Q4 		$27K Buy
453
+147
+48% +$8.38K ﹤0.01% 944
2020
Q3 		$17K Sell
306
-115
-27% -$6.26K ﹤0.01% 951
2020
Q2 		$22K Buy
421
+12
+3% +$560 ﹤0.01% 1019
2020
Q1 		$19K Sell
409
-79
-16% -$3.79K ﹤0.01% 907
2019
Q4 		$26K Buy
488
+103
+27% +$5.16K ﹤0.01% 855
2019
Q3 		$19K Buy
+385
New +$19.9K ﹤0.01% 858

Other funds holding AMCR

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Amcor (AMCR) in Q2 2021, closing a stake of 306 shares — an estimated $18K sold.

Valeo Financial Advisors first reported a position in AMCR in Q3 2019 and held it in 7 quarters. The position peaked at $27K in Q4 2020. 501 funds tracked by Wall St. Rank hold AMCR as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Amcor position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 306 Amcor shares in Q2 2021, an estimated $18K.
  • Valeo Financial Advisors first reported a position in Amcor in Q3 2019 and held it in 7 quarters.
  • Valeo Financial Advisors's Amcor position peaked at $27K in Q4 2020.
  • 501 funds tracked by Wall St. Rank held Amcor as of Q2 2021.

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