VFA
DPLO

Valeo Financial Advisors’s DIPLOMAT PHARMACY, INC. DPLO Stock Holding History

Valeo Financial Advisors’s Portfolio DPLO Stock Details DPLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-2,322
Closed -$31K – 1670
2018
Q4 		$31K Hold
2,322
– – ﹤0.01% 606
2018
Q3 		$46K Buy
+2,322
New +$49.4K 0.01% 565
2018
Q1 		– Sell
-35
Closed -$1K – 1629
2017
Q4 		$1K Sell
35
-25
-42% -$492 ﹤0.01% 1361
2017
Q3 		$1K Buy
+60
New +$1.01K ﹤0.01% 1158

Other funds holding DPLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valeo Financial Advisors's DPLO Position: Q1 2019 in Review

Valeo Financial Advisors sold out of DIPLOMAT PHARMACY, INC. (DPLO) in Q1 2019, closing a stake of 2,322 shares — an estimated $31K sold.

Valeo Financial Advisors first reported a position in DPLO in Q3 2017 and held it in 4 quarters. The position peaked at $46K in Q3 2018. 150 funds tracked by Wall St. Rank hold DPLO as of Q1 2019.

  • Valeo Financial Advisors reported no remaining DIPLOMAT PHARMACY, INC. position as of Q1 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,322 DIPLOMAT PHARMACY, INC. shares in Q1 2019, an estimated $31K.
  • Valeo Financial Advisors first reported a position in DIPLOMAT PHARMACY, INC. in Q3 2017 and held it in 4 quarters.
  • Valeo Financial Advisors's DIPLOMAT PHARMACY, INC. position peaked at $46K in Q3 2018.
  • 150 funds tracked by Wall St. Rank held DIPLOMAT PHARMACY, INC. as of Q1 2019.

Based on Valeo Financial Advisors's 13F filing for Q1 2019, filed 12 Apr 2019.