VFA
CCXI

Valeo Financial Advisors’s ChemoCentryx, Inc. CCXI Stock Holding History

Valeo Financial Advisors’s Portfolio CCXI Stock Details CCXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-10,000
Closed -$171K – 650
2021
Q3 		$171K Hold
10,000
– – 0.01% 515
2021
Q2 		$134K Buy
+10,000
New +$246K 0.01% 458
2021
Q1 		– Sell
-600
Closed -$37K – 2245
2020
Q4 		$37K Buy
+600
New +$34.4K ﹤0.01% 880

Other funds holding CCXI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Valeo Financial Advisors's CCXI Position: Q4 2021 in Review

Valeo Financial Advisors sold out of ChemoCentryx, Inc. (CCXI) in Q4 2021, closing a stake of 10,000 shares — an estimated $171K sold.

Valeo Financial Advisors first reported a position in CCXI in Q4 2020 and held it in 3 quarters. The position peaked at $171K in Q3 2021. 190 funds tracked by Wall St. Rank hold CCXI as of Q4 2021.

  • Valeo Financial Advisors reported no remaining ChemoCentryx, Inc. position as of Q4 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 10,000 ChemoCentryx, Inc. shares in Q4 2021, an estimated $171K.
  • Valeo Financial Advisors first reported a position in ChemoCentryx, Inc. in Q4 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's ChemoCentryx, Inc. position peaked at $171K in Q3 2021.
  • 190 funds tracked by Wall St. Rank held ChemoCentryx, Inc. as of Q4 2021.

Based on Valeo Financial Advisors's 13F filing for Q4 2021, filed 7 Jan 2022.