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Valeo Financial Advisors’s Eos Energy Enterprises EOSE Stock Holding History

Valeo Financial Advisors’s Portfolio EOSE Stock Details EOSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,000
Closed -$59K – 894
2021
Q1 		$59K Buy
+3,000
New +$67.2K ﹤0.01% 800

Other funds holding EOSE

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valeo Financial Advisors's EOSE Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Eos Energy Enterprises (EOSE) in Q2 2021, closing a stake of 3,000 shares — an estimated $59K sold.

Valeo Financial Advisors first reported a position in EOSE in Q1 2021 and held it in 1 quarter. The position peaked at $59K in Q1 2021. 82 funds tracked by Wall St. Rank hold EOSE as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Eos Energy Enterprises position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 3,000 Eos Energy Enterprises shares in Q2 2021, an estimated $59K.
  • Valeo Financial Advisors first reported a position in Eos Energy Enterprises in Q1 2021 and held it in 1 quarter.
  • Valeo Financial Advisors's Eos Energy Enterprises position peaked at $59K in Q1 2021.
  • 82 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.