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Valeo Financial Advisors’s Compass Diversified CODI Stock Holding History

Valeo Financial Advisors’s Portfolio CODI Stock Details CODI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-40
Closed -$1K – 2044
2020
Q4 		$1K Buy
+40
New +$763 ﹤0.01% 1570

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Mirae Asset Global Investments
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Valeo Financial Advisors's CODI Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Compass Diversified (CODI) in Q1 2021, closing a stake of 40 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in CODI in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 156 funds tracked by Wall St. Rank hold CODI as of Q1 2021.

  • Valeo Financial Advisors reported no remaining Compass Diversified position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 40 Compass Diversified shares in Q1 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Compass Diversified in Q4 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Compass Diversified position peaked at $1K in Q4 2020.
  • 156 funds tracked by Wall St. Rank held Compass Diversified as of Q1 2021.

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