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Valeo Financial Advisors’s First Industrial Realty Trust FR Stock Holding History

Valeo Financial Advisors’s Portfolio FR Stock Details FR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-200
Closed -$9K – 987
2021
Q1 		$9K Buy
+200
New +$8.63K ﹤0.01% 1386

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Blackstone Inc
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Valeo Financial Advisors's FR Position: Q2 2021 in Review

Valeo Financial Advisors sold out of First Industrial Realty Trust (FR) in Q2 2021, closing a stake of 200 shares — an estimated $9K sold.

Valeo Financial Advisors first reported a position in FR in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 309 funds tracked by Wall St. Rank hold FR as of Q2 2021.

  • Valeo Financial Advisors reported no remaining First Industrial Realty Trust position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 200 First Industrial Realty Trust shares in Q2 2021, an estimated $9K.
  • Valeo Financial Advisors first reported a position in First Industrial Realty Trust in Q1 2021 and held it in 1 quarter.
  • Valeo Financial Advisors's First Industrial Realty Trust position peaked at $9K in Q1 2021.
  • 309 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.