VFA
BAND

Valeo Financial Advisors’s Bandwidth Inc BAND Stock Holding History

Valeo Financial Advisors’s Portfolio BAND Stock Details BAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-750
Closed -$95K – 638
2021
Q1 		$95K Buy
750
+550
+275% +$85.2K ﹤0.01% 642
2020
Q4 		$31K Sell
200
-202
-50% -$33.3K ﹤0.01% 921
2020
Q3 		$70K Buy
402
+385
+2,265% +$57K 0.01% 555
2020
Q2 		$2K Hold
17
– – ﹤0.01% 1724
2020
Q1 		$1K Buy
17
+7
+70% +$477 ﹤0.01% 1623
2019
Q4 		$1K Hold
10
– – ﹤0.01% 1515
2019
Q3 		$1K Buy
10
+4
+67% +$312 ﹤0.01% 1437
2019
Q2 		$0 Buy
+6
New +$438 ﹤0.01% 1554

Other funds holding BAND

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Bandwidth Inc (BAND) in Q2 2021, closing a stake of 750 shares — an estimated $95K sold.

Valeo Financial Advisors first reported a position in BAND in Q2 2019 and held it in 8 quarters. The position peaked at $95K in Q1 2021. 232 funds tracked by Wall St. Rank hold BAND as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Bandwidth Inc position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 750 Bandwidth Inc shares in Q2 2021, an estimated $95K.
  • Valeo Financial Advisors first reported a position in Bandwidth Inc in Q2 2019 and held it in 8 quarters.
  • Valeo Financial Advisors's Bandwidth Inc position peaked at $95K in Q1 2021.
  • 232 funds tracked by Wall St. Rank held Bandwidth Inc as of Q2 2021.

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