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Valeo Financial Advisors’s Flowers Foods FLO Stock Holding History

Valeo Financial Advisors’s Portfolio FLO Stock Details FLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-18
Closed – – 1771
2020
Q2 		$0 Buy
+18
New +$406 ﹤0.01% 2065
2019
Q2 		– Sell
-35
Closed -$1K – 1589
2019
Q1 		$1K Hold
35
– – ﹤0.01% 1446
2018
Q4 		$1K Hold
35
– – ﹤0.01% 1375
2018
Q3 		$1K Buy
+35
New +$707 ﹤0.01% 1618

Other funds holding FLO

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WSCM
Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Flowers Foods (FLO) in Q3 2020, closing a stake of 18 shares.

Valeo Financial Advisors first reported a position in FLO in Q3 2018 and held it in 4 quarters. The position peaked at $1K in Q1 2019. 345 funds tracked by Wall St. Rank hold FLO as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Flowers Foods position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 18 Flowers Foods shares in Q3 2020.
  • Valeo Financial Advisors first reported a position in Flowers Foods in Q3 2018 and held it in 4 quarters.
  • Valeo Financial Advisors's Flowers Foods position peaked at $1K in Q1 2019.
  • 345 funds tracked by Wall St. Rank held Flowers Foods as of Q3 2020.

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