VFA
BFS

Valeo Financial Advisors’s Saul Centers BFS Stock Holding History

Valeo Financial Advisors’s Portfolio BFS Stock Details BFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-238
Closed -$10K – 656
2021
Q1 		$10K Hold
238
– – ﹤0.01% 1352
2020
Q4 		$8K Buy
+238
New +$7.03K ﹤0.01% 1238

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BlackRock
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Saul Centers (BFS) in Q2 2021, closing a stake of 238 shares — an estimated $10K sold.

Valeo Financial Advisors first reported a position in BFS in Q4 2020 and held it in 2 quarters. The position peaked at $10K in Q1 2021. 119 funds tracked by Wall St. Rank hold BFS as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Saul Centers position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 238 Saul Centers shares in Q2 2021, an estimated $10K.
  • Valeo Financial Advisors first reported a position in Saul Centers in Q4 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Saul Centers position peaked at $10K in Q1 2021.
  • 119 funds tracked by Wall St. Rank held Saul Centers as of Q2 2021.

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