VFA
EG icon

Valeo Financial Advisors’s Everest Group EG Stock Holding History

Valeo Financial Advisors’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-16
Closed -$4K – 877
2021
Q1 		$4K Buy
16
+2
+14% +$476 ﹤0.01% 1614
2020
Q4 		$3K Hold
14
– – ﹤0.01% 1460
2020
Q3 		$3K Sell
14
-13
-48% -$2.78K ﹤0.01% 1336
2020
Q2 		$6K Buy
27
+10
+59% +$1.95K ﹤0.01% 1440
2020
Q1 		$4K Buy
17
+3
+21% +$766 ﹤0.01% 1342
2019
Q4 		$4K Hold
14
– – ﹤0.01% 1336
2019
Q3 		$4K Hold
14
– – ﹤0.01% 1238
2019
Q2 		$3K Hold
14
– – ﹤0.01% 1326
2019
Q1 		$3K Buy
14
+2
+17% +$435 ﹤0.01% 1281
2018
Q4 		$3K Sell
12
-4
-25% -$871 ﹤0.01% 1199
2018
Q3 		$4K Sell
16
-300
-95% -$67.1K ﹤0.01% 1261
2018
Q2 		$68K Sell
316
-184
-37% -$43.2K 0.01% 480
2018
Q1 		$128K Buy
500
+200
+67% +$48K 0.02% 318
2017
Q4 		$66K Sell
300
-300
-50% -$67.6K 0.01% 423
2017
Q3 		$137K Buy
+600
New +$151K 0.03% 247

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CIP
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NI
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Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return