VFA
ATVI

Valeo Financial Advisors’s Activision Blizzard ATVI Stock Holding History

Valeo Financial Advisors’s Portfolio ATVI Stock Details ATVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-200
Closed -$16K – 1943
2020
Q3 		$16K Buy
+200
New +$16.2K ﹤0.01% 975

Other funds holding ATVI

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
CAM
Close Asset Management London, United Kingdom $3.69B AUM 21.62% 1-Year Est. Return
AJ
Ashburton (Jersey) St Helier, Jersey $227M AUM
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return

Valeo Financial Advisors's ATVI Position: Q4 2023 in Review

Valeo Financial Advisors sold out of Activision Blizzard (ATVI) in Q4 2023, closing a stake of 5,414 shares — an estimated $507K sold.

Valeo Financial Advisors first reported a position in ATVI in Q3 2017 and held it in 21 quarters. The position peaked at $507K in Q3 2023. 12 funds tracked by Wall St. Rank hold ATVI as of Q4 2023.

  • Valeo Financial Advisors reported no remaining Activision Blizzard position as of Q4 2023 after selling out during the quarter.
  • Valeo Financial Advisors sold 5,414 Activision Blizzard shares in Q4 2023, an estimated $507K.
  • Valeo Financial Advisors first reported a position in Activision Blizzard in Q3 2017 and held it in 21 quarters.
  • Valeo Financial Advisors's Activision Blizzard position peaked at $507K in Q3 2023.
  • 12 funds tracked by Wall St. Rank held Activision Blizzard as of Q4 2023.

Based on Valeo Financial Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.