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Valeo Financial Advisors’s Davis Select US Equity ETF DUSA Stock Holding History

Valeo Financial Advisors’s Portfolio DUSA Stock Details DUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-60
Closed -$2K – 2064
2020
Q4 		$2K Buy
+60
New +$1.66K ﹤0.01% 1508

Other funds holding DUSA

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Davis Select US Equity ETF (DUSA) in Q1 2021, closing a stake of 60 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in DUSA in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 37 funds tracked by Wall St. Rank hold DUSA as of Q1 2021.

  • Valeo Financial Advisors reported no remaining Davis Select US Equity ETF position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 60 Davis Select US Equity ETF shares in Q1 2021, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Davis Select US Equity ETF in Q4 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Davis Select US Equity ETF position peaked at $2K in Q4 2020.
  • 37 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q1 2021.

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