VFA
CCF

Valeo Financial Advisors’s Chase Corporation CCF Stock Holding History

Valeo Financial Advisors’s Portfolio CCF Stock Details CCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-14
Closed -$2K – 1973
2021
Q1 		$2K Buy
+14
New +$1.56K ﹤0.01% 1845

Other funds holding CCF

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Chase Corporation (CCF) in Q2 2021, closing a stake of 14 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in CCF in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 114 funds tracked by Wall St. Rank hold CCF as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Chase Corporation position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 14 Chase Corporation shares in Q2 2021, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Chase Corporation in Q1 2021 and held it in 1 quarter.
  • Valeo Financial Advisors's Chase Corporation position peaked at $2K in Q1 2021.
  • 114 funds tracked by Wall St. Rank held Chase Corporation as of Q2 2021.

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