Valeo Financial Advisors’s ArrowMark Financial BANX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-375	Closed	-$6K	–	1622
2020 Q2	$6K	Hold	375	–	–	﹤0.01%	1429
2020 Q1	$6K	Hold	375	–	–	﹤0.01%	1238
2019 Q4	$8K	Hold	375	–	–	﹤0.01%	1155
2019 Q3	$8K	Hold	375	–	–	﹤0.01%	1073
2019 Q2	$8K	Hold	375	–	–	﹤0.01%	1071
2019 Q1	$8K	Hold	375	–	–	﹤0.01%	1017
2018 Q4	$7K	Hold	375	–	–	﹤0.01%	965
2018 Q3	$8K	Hold	375	–	–	﹤0.01%	1021
2018 Q2	$8K	Hold	375	–	–	﹤0.01%	993
2018 Q1	$8K	Hold	375	–	–	﹤0.01%	979
2017 Q4	$8K	Hold	375	–	–	﹤0.01%	870
2017 Q3	$8K	Buy	+375	New	+$7.63K	﹤0.01%	743

Other funds holding BANX

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GIM

Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Valeo Financial Advisors's BANX Position: Q3 2020 in Review

Valeo Financial Advisors sold out of ArrowMark Financial (BANX) in Q3 2020, closing a stake of 375 shares — an estimated $6K sold.

Valeo Financial Advisors first reported a position in BANX in Q3 2017 and held it in 12 quarters. The position peaked at $8K in Q4 2019. 36 funds tracked by Wall St. Rank hold BANX as of Q3 2020.

Valeo Financial Advisors reported no remaining ArrowMark Financial position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 375 ArrowMark Financial shares in Q3 2020, an estimated $6K.
Valeo Financial Advisors first reported a position in ArrowMark Financial in Q3 2017 and held it in 12 quarters.
Valeo Financial Advisors's ArrowMark Financial position peaked at $8K in Q4 2019.
36 funds tracked by Wall St. Rank held ArrowMark Financial as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.