Valeo Financial Advisors’s Convey Health Solutions Holdings, Inc. CNVY Stock Holding History

Valeo Financial Advisors’s Portfolio CNVY Stock Details CNVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-296,589	Closed	-$3.08M	–	557
2022 Q2	$3.08M	Buy	296,589 +157,500	+113%	+$977K	0.19%	72
2022 Q1	$910K	Sell	139,089 -166,486	-54%	-$1.1M	0.05%	218
2021 Q4	$2.56M	Sell	305,575 -1,928,514	-86%	-$14.2M	0.14%	92
2021 Q3	$3.26M	Buy	+2,234,089	New	+$19.9M	0.19%	79

Other funds holding CNVY

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

GLAM

Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valeo Financial Advisors's CNVY Position: Q3 2022 in Review

Valeo Financial Advisors sold out of Convey Health Solutions Holdings, Inc. (CNVY) in Q3 2022, closing a stake of 296,589 shares — an estimated $3.08M sold.

Valeo Financial Advisors first reported a position in CNVY in Q3 2021 and held it in 4 quarters. The position peaked at $3.26M in Q3 2021. 49 funds tracked by Wall St. Rank hold CNVY as of Q3 2022.

Valeo Financial Advisors reported no remaining Convey Health Solutions Holdings, Inc. position as of Q3 2022 after selling out during the quarter.
Valeo Financial Advisors sold 296,589 Convey Health Solutions Holdings, Inc. shares in Q3 2022, an estimated $3.08M.
Valeo Financial Advisors first reported a position in Convey Health Solutions Holdings, Inc. in Q3 2021 and held it in 4 quarters.
Valeo Financial Advisors's Convey Health Solutions Holdings, Inc. position peaked at $3.26M in Q3 2021.
49 funds tracked by Wall St. Rank held Convey Health Solutions Holdings, Inc. as of Q3 2022.

Based on Valeo Financial Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.