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Valeo Financial Advisors’s Flowserve FLS Stock Holding History

Valeo Financial Advisors’s Portfolio FLS Stock Details FLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-17
Closed -$1K – 1827
2019
Q4 		$1K Hold
17
– – ﹤0.01% 1533
2019
Q3 		$1K Sell
17
-665
-98% -$31.4K ﹤0.01% 1447
2019
Q2 		$36K Buy
682
+630
+1,212% +$30.9K ﹤0.01% 688
2019
Q1 		$2K Hold
52
– – ﹤0.01% 1349
2018
Q4 		$2K Hold
52
– – ﹤0.01% 1274
2018
Q3 		$2K Buy
52
+35
+206% +$1.7K ﹤0.01% 1459
2018
Q2 		$1K Buy
+17
New +$741 ﹤0.01% 1456

Other funds holding FLS

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Valeo Financial Advisors's FLS Position: Q1 2020 in Review

Valeo Financial Advisors sold out of Flowserve (FLS) in Q1 2020, closing a stake of 17 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in FLS in Q2 2018 and held it in 7 quarters. The position peaked at $36K in Q2 2019. 331 funds tracked by Wall St. Rank hold FLS as of Q1 2020.

  • Valeo Financial Advisors reported no remaining Flowserve position as of Q1 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 17 Flowserve shares in Q1 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Flowserve in Q2 2018 and held it in 7 quarters.
  • Valeo Financial Advisors's Flowserve position peaked at $36K in Q2 2019.
  • 331 funds tracked by Wall St. Rank held Flowserve as of Q1 2020.

Based on Valeo Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.