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Valeo Financial Advisors’s Corcept Therapeutics CORT Stock Holding History

Valeo Financial Advisors’s Portfolio CORT Stock Details CORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,779
Closed -$42K – 776
2021
Q1 		$42K Sell
1,779
-1,000
-36% -$26.7K ﹤0.01% 933
2020
Q4 		$73K Sell
2,779
-5,000
-64% -$105K ﹤0.01% 655
2020
Q3 		$135K Sell
7,779
-4,862
-38% -$77.5K 0.01% 411
2020
Q2 		$213K Sell
12,641
-4,910
-28% -$69K 0.02% 310
2020
Q1 		$213K Sell
17,551
-614
-3% -$7.6K 0.02% 288
2019
Q4 		$220K Buy
18,165
+30
+0.2% +$418 0.02% 306
2019
Q3 		$256K Sell
18,135
-223
-1% -$2.74K 0.03% 252
2019
Q2 		$205K Sell
18,358
-438
-2% -$4.88K 0.02% 285
2019
Q1 		$221K Buy
+18,796
New +$234K 0.03% 259

Other funds holding CORT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Corcept Therapeutics (CORT) in Q2 2021, closing a stake of 1,779 shares — an estimated $42K sold.

Valeo Financial Advisors first reported a position in CORT in Q1 2019 and held it in 9 quarters. The position peaked at $256K in Q3 2019. 199 funds tracked by Wall St. Rank hold CORT as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Corcept Therapeutics position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,779 Corcept Therapeutics shares in Q2 2021, an estimated $42K.
  • Valeo Financial Advisors first reported a position in Corcept Therapeutics in Q1 2019 and held it in 9 quarters.
  • Valeo Financial Advisors's Corcept Therapeutics position peaked at $256K in Q3 2019.
  • 199 funds tracked by Wall St. Rank held Corcept Therapeutics as of Q2 2021.

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