VFA
CSFL

Valeo Financial Advisors’s CenterState Bank Corporation Common Stock CSFL Stock Holding History

Valeo Financial Advisors’s Portfolio CSFL Stock Details CSFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,450
Closed -$36K – 1985
2019
Q4 		$36K Hold
1,450
– – ﹤0.01% 767
2019
Q3 		$35K Sell
1,450
-1,506
-51% -$35.2K ﹤0.01% 707
2019
Q2 		$68K Buy
+2,956
New +$69.4K 0.01% 523

Other funds holding CSFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Valeo Financial Advisors's CSFL Position: Q1 2020 in Review

Valeo Financial Advisors sold out of CenterState Bank Corporation Common Stock (CSFL) in Q1 2020, closing a stake of 1,450 shares — an estimated $36K sold.

Valeo Financial Advisors first reported a position in CSFL in Q2 2019 and held it in 3 quarters. The position peaked at $68K in Q2 2019. 231 funds tracked by Wall St. Rank hold CSFL as of Q1 2020.

  • Valeo Financial Advisors reported no remaining CenterState Bank Corporation Common Stock position as of Q1 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,450 CenterState Bank Corporation Common Stock shares in Q1 2020, an estimated $36K.
  • Valeo Financial Advisors first reported a position in CenterState Bank Corporation Common Stock in Q2 2019 and held it in 3 quarters.
  • Valeo Financial Advisors's CenterState Bank Corporation Common Stock position peaked at $68K in Q2 2019.
  • 231 funds tracked by Wall St. Rank held CenterState Bank Corporation Common Stock as of Q1 2020.

Based on Valeo Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.