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Valeo Financial Advisors’s Axalta AXTA Stock Holding History

Valeo Financial Advisors’s Portfolio AXTA Stock Details AXTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-34
Closed -$1K – 631
2021
Q1 		$1K Sell
34
-241
-88% -$6.9K ﹤0.01% 1863
2020
Q4 		$8K Buy
+275
New +$7.49K ﹤0.01% 1237
2020
Q3 		– Sell
-140
Closed -$3K – 1617
2020
Q2 		$3K Buy
+140
New +$2.86K ﹤0.01% 1653
2018
Q2 		– Sell
-292
Closed -$9K – 1612
2018
Q1 		$9K Buy
292
+258
+759% +$8.06K ﹤0.01% 949
2017
Q4 		$1K Buy
34
+17
+100% +$538 ﹤0.01% 1251
2017
Q3 		$0 Buy
+17
New +$514 ﹤0.01% 1175

Other funds holding AXTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Axalta (AXTA) in Q2 2021, closing a stake of 34 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in AXTA in Q3 2017 and held it in 6 quarters. The position peaked at $9K in Q1 2018. 340 funds tracked by Wall St. Rank hold AXTA as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Axalta position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 34 Axalta shares in Q2 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Axalta in Q3 2017 and held it in 6 quarters.
  • Valeo Financial Advisors's Axalta position peaked at $9K in Q1 2018.
  • 340 funds tracked by Wall St. Rank held Axalta as of Q2 2021.

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