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Valeo Financial Advisors’s Core Laboratories CLB Stock Holding History

Valeo Financial Advisors’s Portfolio CLB Stock Details CLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-320
Closed -$5K – 1692
2020
Q3 		$5K Sell
320
-107
-25% -$2.24K ﹤0.01% 1239
2020
Q2 		$9K Buy
427
+297
+228% +$5.32K ﹤0.01% 1308
2020
Q1 		$1K Hold
130
– – ﹤0.01% 1635
2019
Q4 		$5K Hold
130
– – ﹤0.01% 1264
2019
Q3 		$6K Hold
130
– – ﹤0.01% 1147
2019
Q2 		$7K Buy
+130
New +$7.63K ﹤0.01% 1110
2018
Q2 		– Sell
-107
Closed -$12K – 1629
2018
Q1 		$12K Buy
+107
New +$11.8K ﹤0.01% 874

Other funds holding CLB

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return