Valeo Financial Advisors’s GraniteShares Gold Shares BAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,680	Closed	-$30K	–	1624
2020 Q2	$30K	Buy	+1,680	New	+$28.7K	﹤0.01%	915

Other funds holding BAR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CIA

CSat Investment Advisory Detroit, Michigan $119M AUM 77.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Valeo Financial Advisors sold out of GraniteShares Gold Shares (BAR) in Q3 2020, closing a stake of 1,680 shares — an estimated $30K sold.

Valeo Financial Advisors first reported a position in BAR in Q2 2020 and held it in 1 quarter. The position peaked at $30K in Q2 2020. 75 funds tracked by Wall St. Rank hold BAR as of Q3 2020.

Valeo Financial Advisors reported no remaining GraniteShares Gold Shares position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 1,680 GraniteShares Gold Shares shares in Q3 2020, an estimated $30K.
Valeo Financial Advisors first reported a position in GraniteShares Gold Shares in Q2 2020 and held it in 1 quarter.
Valeo Financial Advisors's GraniteShares Gold Shares position peaked at $30K in Q2 2020.
75 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2020.

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