VFA
FREE

Valeo Financial Advisors’s Whole Earth Brands, Inc. Class A Common Stock FREE Stock Holding History

Valeo Financial Advisors’s Portfolio FREE Stock Details FREE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-74
Closed -$1K – 1934
2021
Q1 		$1K Buy
+74
New +$942 ﹤0.01% 1968

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Fidelity Investments
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SFM
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CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Whole Earth Brands, Inc. Class A Common Stock (FREE) in Q2 2021, closing a stake of 74 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in FREE in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 92 funds tracked by Wall St. Rank hold FREE as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Whole Earth Brands, Inc. Class A Common Stock position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 74 Whole Earth Brands, Inc. Class A Common Stock shares in Q2 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Whole Earth Brands, Inc. Class A Common Stock in Q1 2021 and held it in 1 quarter.
  • Valeo Financial Advisors's Whole Earth Brands, Inc. Class A Common Stock position peaked at $1K in Q1 2021.
  • 92 funds tracked by Wall St. Rank held Whole Earth Brands, Inc. Class A Common Stock as of Q2 2021.

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