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Valeo Financial Advisors’s Coty COTY Stock Holding History

Valeo Financial Advisors’s Portfolio COTY Stock Details COTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-5,000
Closed -$45K – 777
2021
Q1 		$45K Hold
5,000
– – ﹤0.01% 909
2020
Q4 		$35K Buy
+5,000
New +$25.8K ﹤0.01% 889
2019
Q4 		– Sell
-1,000
Closed -$11K – 1638
2019
Q3 		$11K Buy
+1,000
New +$10.4K ﹤0.01% 996

Other funds holding COTY

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
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 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
PCM
Prentice Capital Management Greenwich, Connecticut $52.9M AUM 2.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Coty (COTY) in Q2 2021, closing a stake of 5,000 shares — an estimated $45K sold.

Valeo Financial Advisors first reported a position in COTY in Q3 2019 and held it in 3 quarters. The position peaked at $45K in Q1 2021. 275 funds tracked by Wall St. Rank hold COTY as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Coty position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 5,000 Coty shares in Q2 2021, an estimated $45K.
  • Valeo Financial Advisors first reported a position in Coty in Q3 2019 and held it in 3 quarters.
  • Valeo Financial Advisors's Coty position peaked at $45K in Q1 2021.
  • 275 funds tracked by Wall St. Rank held Coty as of Q2 2021.

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