Valeo Financial Advisors’s CarGurus CARG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-200	Closed	-$5K	–	713
2021 Q1	$5K	Hold	200	–	–	﹤0.01%	1542
2020 Q4	$6K	Buy	+200	New	+$4.94K	﹤0.01%	1315
2020 Q3	–	Sell	-300	Closed	-$8K	–	1662
2020 Q2	$8K	Sell	300 -321	-52%	-$7.48K	﹤0.01%	1345
2020 Q1	$12K	Buy	621 +288	+86%	+$8.25K	﹤0.01%	1021
2019 Q4	$12K	Buy	333 +300	+909%	+$10.6K	﹤0.01%	1048
2019 Q3	$1K	Buy	33 +24	+267%	+$818	﹤0.01%	1440
2019 Q2	$0	Hold	9	–	–	﹤0.01%	1564
2019 Q1	$0	Buy	+9	New	+$352	﹤0.01%	1552
2018 Q4	–	Sell	-6	Closed	–	–	1509
2018 Q3	$0	Hold	6	–	–	﹤0.01%	1779
2018 Q2	$0	Buy	+6	New	+$202	﹤0.01%	1624

Other funds holding CARG

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

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Spinnaker Capital Boston, Massachusetts $1.08M AUM 45.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

Valeo Financial Advisors sold out of CarGurus (CARG) in Q2 2021, closing a stake of 200 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in CARG in Q2 2018 and held it in 10 quarters. The position peaked at $12K in Q1 2020. 199 funds tracked by Wall St. Rank hold CARG as of Q2 2021.

Valeo Financial Advisors reported no remaining CarGurus position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 200 CarGurus shares in Q2 2021, an estimated $5K.
Valeo Financial Advisors first reported a position in CarGurus in Q2 2018 and held it in 10 quarters.
Valeo Financial Advisors's CarGurus position peaked at $12K in Q1 2020.
199 funds tracked by Wall St. Rank held CarGurus as of Q2 2021.

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