VFA
CLCT

Valeo Financial Advisors’s Collectors Universe CLCT Stock Holding History

Valeo Financial Advisors’s Portfolio CLCT Stock Details CLCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-515
Closed -$39K – 2264
2020
Q4 		$39K Hold
515
– – ﹤0.01% 865
2020
Q3 		$25K Buy
+515
New +$22.1K ﹤0.01% 872
2018
Q3 		– Sell
-2,250
Closed -$30K – 1913
2018
Q2 		$30K Hold
2,250
– – ﹤0.01% 658
2018
Q1 		$35K Hold
2,250
– – 0.01% 573
2017
Q4 		$64K Buy
+2,250
New +$60.3K 0.01% 431

Valeo Financial Advisors's CLCT Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Collectors Universe (CLCT) in Q1 2021, closing a stake of 515 shares — an estimated $39K sold.

Valeo Financial Advisors first reported a position in CLCT in Q4 2017 and held it in 5 quarters. The position peaked at $64K in Q4 2017. 0 funds tracked by Wall St. Rank hold CLCT as of Q1 2021.

  • Valeo Financial Advisors reported no remaining Collectors Universe position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 515 Collectors Universe shares in Q1 2021, an estimated $39K.
  • Valeo Financial Advisors first reported a position in Collectors Universe in Q4 2017 and held it in 5 quarters.
  • Valeo Financial Advisors's Collectors Universe position peaked at $64K in Q4 2017.
  • 0 funds tracked by Wall St. Rank held Collectors Universe as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.