Valeo Financial Advisors
CONE

Valeo Financial Advisors’s CyrusOne Inc Common Stock CONE Stock Holding History

Valeo Financial Advisors’s Portfolio CONE Stock Details CONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-219
Closed -$15K – 2057
2021
Q1 		$15K Buy
+219
New +$15.2K ﹤0.01% 1265
2020
Q3 		– Sell
-7
Closed -$1K – 2255
2020
Q2 		$1K Buy
+7
New +$498 ﹤0.01% 2006
2018
Q4 		– Sell
-6
Closed -$343 – 1810
2018
Q3 		$0 Hold
6
– – ﹤0.01% 1908
2018
Q2 		$0 Hold
6
– – ﹤0.01% 1800
2018
Q1 		$0 Hold
6
– – ﹤0.01% 1623
2017
Q4 		$0 Buy
+6
New +$364 ﹤0.01% 1451

Other funds holding CONE

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Valeo Financial Advisors sold out of CyrusOne Inc Common Stock (CONE) in Q2 2021, closing a stake of 219 shares — an estimated $15K sold.

Valeo Financial Advisors first reported a position in CONE in Q4 2017 and held it in 6 quarters. The position peaked at $15K in Q1 2021. 419 funds tracked by Wall St. Rank hold CONE as of Q2 2021.

  • Valeo Financial Advisors reported no remaining CyrusOne Inc Common Stock position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 219 CyrusOne Inc Common Stock shares in Q2 2021, an estimated $15K.
  • Valeo Financial Advisors first reported a position in CyrusOne Inc Common Stock in Q4 2017 and held it in 6 quarters.
  • Valeo Financial Advisors's CyrusOne Inc Common Stock position peaked at $15K in Q1 2021.
  • 419 funds tracked by Wall St. Rank held CyrusOne Inc Common Stock as of Q2 2021.

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