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Valeo Financial Advisors’s Avis CAR Stock Holding History

Valeo Financial Advisors’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-728
Closed -$53K – 712
2021
Q1 		$53K Hold
728
– – ﹤0.01% 844
2020
Q4 		$27K Buy
+728
New +$25.6K ﹤0.01% 948
2020
Q1 		– Sell
-18
Closed -$1K – 1796
2019
Q4 		$1K Buy
+18
New +$540 ﹤0.01% 1520

Other funds holding CAR

SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Avis (CAR) in Q2 2021, closing a stake of 728 shares — an estimated $53K sold.

Valeo Financial Advisors first reported a position in CAR in Q4 2019 and held it in 3 quarters. The position peaked at $53K in Q1 2021. 263 funds tracked by Wall St. Rank hold CAR as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Avis position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 728 Avis shares in Q2 2021, an estimated $53K.
  • Valeo Financial Advisors first reported a position in Avis in Q4 2019 and held it in 3 quarters.
  • Valeo Financial Advisors's Avis position peaked at $53K in Q1 2021.
  • 263 funds tracked by Wall St. Rank held Avis as of Q2 2021.

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