Valeo Financial Advisors
DINT icon

Valeo Financial Advisors’s Davis Select International ETF DINT Stock Holding History

Valeo Financial Advisors’s Portfolio DINT Stock Details DINT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4,626
Closed -$108K – 2061
2020
Q4 		$108K Hold
4,626
– – 0.01% 542
2020
Q3 		$93K Buy
+4,626
New +$91.6K 0.01% 487

Other funds holding DINT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cobblestone Capital Advisors
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Valeo Financial Advisors's DINT Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Davis Select International ETF (DINT) in Q1 2021, closing a stake of 4,626 shares — an estimated $108K sold.

Valeo Financial Advisors first reported a position in DINT in Q3 2020 and held it in 2 quarters. The position peaked at $108K in Q4 2020. 31 funds tracked by Wall St. Rank hold DINT as of Q1 2021.

  • Valeo Financial Advisors reported no remaining Davis Select International ETF position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 4,626 Davis Select International ETF shares in Q1 2021, an estimated $108K.
  • Valeo Financial Advisors first reported a position in Davis Select International ETF in Q3 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Davis Select International ETF position peaked at $108K in Q4 2020.
  • 31 funds tracked by Wall St. Rank held Davis Select International ETF as of Q1 2021.

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