Valeo Financial Advisors’s Gaia GAIA Stock Holding History

Valeo Financial Advisors’s Portfolio GAIA Stock Details GAIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-13	Closed	–	–	1787
2020 Q2	$0	Buy	+13	New	+$113	﹤0.01%	2069

Other funds holding GAIA

MCPPUI

MIC Capital Partners (Public) (US) IM Al Maryah Island Abu Dhabi, United Arab Emirates $544M AUM 40.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SST

S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PAWC

P.A.W. Capital Greenwich, Connecticut $131M AUM 46.14% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Gaia (GAIA) in Q3 2020, closing a stake of 13 shares.

Valeo Financial Advisors first reported a position in GAIA in Q2 2020 and held it in 1 quarter. The position peaked at $0 in Q2 2020. 67 funds tracked by Wall St. Rank hold GAIA as of Q3 2020.

Valeo Financial Advisors reported no remaining Gaia position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 13 Gaia shares in Q3 2020.
Valeo Financial Advisors first reported a position in Gaia in Q2 2020 and held it in 1 quarter.
Valeo Financial Advisors's Gaia position peaked at $0 in Q2 2020.
67 funds tracked by Wall St. Rank held Gaia as of Q3 2020.

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