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 Q1	–	Sell	-500	Closed	-$19K	–	2034
2020 Q4	$19K	Buy	+500	New	+$17.6K	﹤0.01%	1036

Other funds holding CAR

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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.