VFA
CMLFU

Valeo Financial Advisors’s CM Life Sciences, Inc. Unit CMLFU Stock Holding History

Valeo Financial Advisors’s Portfolio CMLFU Stock Details CMLFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-178
Closed -$3K – 2087
2021
Q1 		$3K Sell
178
-168
-49% -$2.95K ﹤0.01% 1761
2020
Q4 		$4K Buy
346
+121
+54% +$1.3K ﹤0.01% 1442
2020
Q3 		$2K Buy
+225
New +$2.37K ﹤0.01% 1452

Other funds holding CMLFU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BCP
Berylson Capital Partners Boston, Massachusetts $41.2M AUM 0.19% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
IM
Islet Management New York $49.1M AUM 17.59% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Valeo Financial Advisors sold out of CM Life Sciences, Inc. Unit (CMLFU) in Q2 2021, closing a stake of 178 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in CMLFU in Q3 2020 and held it in 3 quarters. The position peaked at $4K in Q4 2020. 17 funds tracked by Wall St. Rank hold CMLFU as of Q2 2021.

  • Valeo Financial Advisors reported no remaining CM Life Sciences, Inc. Unit position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 178 CM Life Sciences, Inc. Unit shares in Q2 2021, an estimated $3K.
  • Valeo Financial Advisors first reported a position in CM Life Sciences, Inc. Unit in Q3 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's CM Life Sciences, Inc. Unit position peaked at $4K in Q4 2020.
  • 17 funds tracked by Wall St. Rank held CM Life Sciences, Inc. Unit as of Q2 2021.

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