VFA
FNA

Valeo Financial Advisors’s Paragon 28, Inc. FNA Stock Holding History

Valeo Financial Advisors’s Portfolio FNA Stock Details FNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-83,935
Closed -$561K – 795
2024
Q3 		$561K Hold
83,935
– – 0.02% 390
2024
Q2 		$574K Sell
83,935
-68,560
-45% -$580K 0.02% 353
2024
Q1 		$1.47M Hold
152,495
– – 0.05% 181
2023
Q4 		$1.9M Sell
152,495
-186,200
-55% -$1.97M 0.08% 139
2023
Q3 		$4.25M Buy
338,695
+1,600
+0.5% +$24.1K 0.19% 66
2023
Q2 		$5.98M Sell
337,095
-163,335
-33% -$2.93M 0.27% 49
2023
Q1 		$8.54M Buy
500,430
+25,000
+5% +$446K 0.41% 33
2022
Q4 		$9.09M Sell
475,430
-19,575
-4% -$370K 0.5% 27
2022
Q3 		$8.82M Hold
495,005
– – 0.56% 24
2022
Q2 		$7.86M Buy
495,005
+172,125
+53% +$2.9M 0.49% 29
2022
Q1 		$5.41M Buy
+322,880
New +$5.2M 0.27% 57

Other funds holding FNA

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
MP
MVM Partners Boston, Massachusetts $10.8M AUM 61.97% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valeo Financial Advisors's FNA Position: Q4 2024 in Review

Valeo Financial Advisors sold out of Paragon 28, Inc. (FNA) in Q4 2024, closing a stake of 83,935 shares — an estimated $561K sold.

Valeo Financial Advisors first reported a position in FNA in Q1 2022 and held it in 11 quarters. The position peaked at $9.09M in Q4 2022. 129 funds tracked by Wall St. Rank hold FNA as of Q4 2024.

  • Valeo Financial Advisors reported no remaining Paragon 28, Inc. position as of Q4 2024 after selling out during the quarter.
  • Valeo Financial Advisors sold 83,935 Paragon 28, Inc. shares in Q4 2024, an estimated $561K.
  • Valeo Financial Advisors first reported a position in Paragon 28, Inc. in Q1 2022 and held it in 11 quarters.
  • Valeo Financial Advisors's Paragon 28, Inc. position peaked at $9.09M in Q4 2022.
  • 129 funds tracked by Wall St. Rank held Paragon 28, Inc. as of Q4 2024.

Based on Valeo Financial Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.