Valeo Financial Advisors’s National Vision EYE Stock Holding History

Valeo Financial Advisors’s Portfolio EYE Stock Details EYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-3,274	Closed	-$143K	–	942
2021 Q1	$143K	Buy	+3,274	New	+$156K	0.01%	526
2020 Q3	–	Sell	-73	Closed	-$2K	–	1759
2020 Q2	$2K	Buy	73 +10	+16%	+$262	﹤0.01%	1749
2020 Q1	$2K	Hold	63	–	–	﹤0.01%	1517
2019 Q4	$2K	Hold	63	–	–	﹤0.01%	1450
2019 Q3	$2K	Buy	63 +2	+3%	+$58	﹤0.01%	1375
2019 Q2	$2K	Buy	61 +19	+45%	+$545	﹤0.01%	1398
2019 Q1	$1K	Buy	+42	New	+$1.32K	﹤0.01%	1444
2018 Q4	–	Sell	-19	Closed	-$1K	–	1567
2018 Q3	$1K	Hold	19	–	–	﹤0.01%	1613
2018 Q2	$1K	Buy	19 +7	+58%	+$244	﹤0.01%	1453
2018 Q1	$0	Buy	+12	New	+$438	﹤0.01%	1558

Other funds holding EYE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

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

Valeo Financial Advisors sold out of National Vision (EYE) in Q2 2021, closing a stake of 3,274 shares — an estimated $143K sold.

Valeo Financial Advisors first reported a position in EYE in Q1 2018 and held it in 10 quarters. The position peaked at $143K in Q1 2021. 193 funds tracked by Wall St. Rank hold EYE as of Q2 2021.

Valeo Financial Advisors reported no remaining National Vision position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 3,274 National Vision shares in Q2 2021, an estimated $143K.
Valeo Financial Advisors first reported a position in National Vision in Q1 2018 and held it in 10 quarters.
Valeo Financial Advisors's National Vision position peaked at $143K in Q1 2021.
193 funds tracked by Wall St. Rank held National Vision as of Q2 2021.

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