VFA
CMBT

Valeo Financial Advisors’s CMB.TECH NV CMBT Stock Holding History

Valeo Financial Advisors’s Portfolio CMBT Stock Details CMBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-11
Closed -$97 – 2210
2020
Q4 		$0 Hold
11
– – ﹤0.01% 1885
2020
Q3 		$0 Hold
11
– – ﹤0.01% 2188
2020
Q2 		$0 Hold
11
– – ﹤0.01% 2181
2020
Q1 		$0 Hold
11
– – ﹤0.01% 1941
2019
Q4 		$0 Hold
11
– – ﹤0.01% 1738
2019
Q3 		$0 Buy
+11
New +$93 ﹤0.01% 1690

Other funds holding CMBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

Valeo Financial Advisors sold out of CMB.TECH NV (CMBT) in Q1 2021, closing a stake of 11 shares — an estimated $97 sold.

Valeo Financial Advisors first reported a position in CMBT in Q3 2019 and held it in 6 quarters. The position peaked at $0 in Q4 2020. 118 funds tracked by Wall St. Rank hold CMBT as of Q1 2021.

  • Valeo Financial Advisors reported no remaining CMB.TECH NV position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 11 CMB.TECH NV shares in Q1 2021, an estimated $97.
  • Valeo Financial Advisors first reported a position in CMB.TECH NV in Q3 2019 and held it in 6 quarters.
  • Valeo Financial Advisors's CMB.TECH NV position peaked at $0 in Q4 2020.
  • 118 funds tracked by Wall St. Rank held CMB.TECH NV as of Q1 2021.

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