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Valeo Financial Advisors’s First Community Bankshares FCBC Stock Holding History

Valeo Financial Advisors’s Portfolio FCBC Stock Details FCBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-7,297
Closed -$164K – 1761
2020
Q2 		$164K Hold
7,297
– – 0.01% 364
2020
Q1 		$182K Hold
7,297
– – 0.02% 312
2019
Q4 		$226K Buy
+7,297
New +$230K 0.02% 296

Other funds holding FCBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valeo Financial Advisors's FCBC Position: Q3 2020 in Review

Valeo Financial Advisors sold out of First Community Bankshares (FCBC) in Q3 2020, closing a stake of 7,297 shares — an estimated $164K sold.

Valeo Financial Advisors first reported a position in FCBC in Q4 2019 and held it in 3 quarters. The position peaked at $226K in Q4 2019. 79 funds tracked by Wall St. Rank hold FCBC as of Q3 2020.

  • Valeo Financial Advisors reported no remaining First Community Bankshares position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 7,297 First Community Bankshares shares in Q3 2020, an estimated $164K.
  • Valeo Financial Advisors first reported a position in First Community Bankshares in Q4 2019 and held it in 3 quarters.
  • Valeo Financial Advisors's First Community Bankshares position peaked at $226K in Q4 2019.
  • 79 funds tracked by Wall St. Rank held First Community Bankshares as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.