Valeo Financial Advisors’s First Data Corporation FDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-116
Closed -$4K 1801
2019
Q3
$4K Hold
116
﹤0.01% 1295
2019
Q2
$3K Hold
116
﹤0.01% 1377
2019
Q1
$3K Sell
116
-1,798
-94% -$42.7K ﹤0.01% 1330
2018
Q4
$32K Sell
1,914
-1,705
-47% -$33.2K ﹤0.01% 601
2018
Q3
$68K Buy
3,619
+3,500
+2,941% +$84.4K 0.01% 488
2018
Q2
$3K Sell
119
-2,018
-94% -$37.4K ﹤0.01% 1314
2018
Q1
$34K Buy
2,137
+304
+17% +$5.04K 0.01% 583
2017
Q4
$31K Buy
+1,833
New +$31.5K 0.01% 579

Valeo Financial Advisors's FDC Position: Q4 2019 in Review

Valeo Financial Advisors sold out of First Data Corporation (FDC) in Q4 2019, closing a stake of 116 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in FDC in Q4 2017 and held it in 8 quarters. The position peaked at $68K in Q3 2018. 0 funds tracked by Wall St. Rank hold FDC as of Q4 2019.

  • Valeo Financial Advisors reported no remaining First Data Corporation position as of Q4 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 116 First Data Corporation shares in Q4 2019, an estimated $4K.
  • Valeo Financial Advisors first reported a position in First Data Corporation in Q4 2017 and held it in 8 quarters.
  • Valeo Financial Advisors's First Data Corporation position peaked at $68K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held First Data Corporation as of Q4 2019.

Based on Valeo Financial Advisors's 13F filing for Q4 2019, filed 24 Jan 2020.