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Valeo Financial Advisors’s AngloGold Ashanti AU Stock Holding History

Valeo Financial Advisors’s Portfolio AU Stock Details AU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-149
Closed -$3K – 2015
2020
Q4 		$3K Hold
149
– – ﹤0.01% 1450
2020
Q3 		$4K Buy
+149
New +$4.46K ﹤0.01% 1286

Other funds holding AU

VanEck Associates
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Valeo Financial Advisors's AU Position: Q1 2021 in Review

Valeo Financial Advisors sold out of AngloGold Ashanti (AU) in Q1 2021, closing a stake of 149 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in AU in Q3 2020 and held it in 2 quarters. The position peaked at $4K in Q3 2020. 182 funds tracked by Wall St. Rank hold AU as of Q1 2021.

  • Valeo Financial Advisors reported no remaining AngloGold Ashanti position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 149 AngloGold Ashanti shares in Q1 2021, an estimated $3K.
  • Valeo Financial Advisors first reported a position in AngloGold Ashanti in Q3 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's AngloGold Ashanti position peaked at $4K in Q3 2020.
  • 182 funds tracked by Wall St. Rank held AngloGold Ashanti as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.