VFA
FLGE

Valeo Financial Advisors’s Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes FLGE Stock Holding History

Valeo Financial Advisors’s Portfolio FLGE Stock Details FLGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-100
Closed -$55K – 2253
2020
Q4 		$55K Hold
100
– – ﹤0.01% 749
2020
Q3 		$45K Buy
+100
New +$42.4K ﹤0.01% 697

Other funds holding FLGE

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valeo Financial Advisors's FLGE Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes (FLGE) in Q1 2021, closing a stake of 100 shares — an estimated $55K sold.

Valeo Financial Advisors first reported a position in FLGE in Q3 2020 and held it in 2 quarters. The position peaked at $55K in Q4 2020. 45 funds tracked by Wall St. Rank hold FLGE as of Q1 2021.

  • Valeo Financial Advisors reported no remaining Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 100 Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes shares in Q1 2021, an estimated $55K.
  • Valeo Financial Advisors first reported a position in Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes in Q3 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position peaked at $55K in Q4 2020.
  • 45 funds tracked by Wall St. Rank held Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.