Valeo Financial Advisors’s Apollo Endosurgery, Inc. APEN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-276	Closed	-$2K	–	2006
2021 Q1	$2K	Sell	276 -237	-46%	-$1.17K	﹤0.01%	1846
2020 Q4	$2K	Buy	513 +25	+5%	+$66	﹤0.01%	1552
2020 Q3	$1K	Hold	488	–	–	﹤0.01%	1555
2020 Q2	$1K	Hold	488	–	–	﹤0.01%	2001
2020 Q1	$1K	Hold	488	–	–	﹤0.01%	1756
2019 Q4	$1K	Buy	488 +94	+24%	+$272	﹤0.01%	1595
2019 Q3	$1K	Hold	394	–	–	﹤0.01%	1516
2019 Q2	$1K	Hold	394	–	–	﹤0.01%	1518
2019 Q1	$1K	Hold	394	–	–	﹤0.01%	1510
2018 Q4	$1K	Buy	394 +202	+105%	+$997	﹤0.01%	1437
2018 Q3	$1K	Hold	192	–	–	﹤0.01%	1714
2018 Q2	$1K	Buy	+192	New	+$1.19K	﹤0.01%	1543

Other funds holding APEN

CPMG Inc Dallas, Texas $37.1M AUM 74.35% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return

SCM

Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return

ACM

Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

PHP

Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Apollo Endosurgery, Inc. (APEN) in Q2 2021, closing a stake of 276 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in APEN in Q2 2018 and held it in 12 quarters. The position peaked at $2K in Q1 2021. 46 funds tracked by Wall St. Rank hold APEN as of Q2 2021.

Valeo Financial Advisors reported no remaining Apollo Endosurgery, Inc. position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 276 Apollo Endosurgery, Inc. shares in Q2 2021, an estimated $2K.
Valeo Financial Advisors first reported a position in Apollo Endosurgery, Inc. in Q2 2018 and held it in 12 quarters.
Valeo Financial Advisors's Apollo Endosurgery, Inc. position peaked at $2K in Q1 2021.
46 funds tracked by Wall St. Rank held Apollo Endosurgery, Inc. as of Q2 2021.

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