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Valeo Financial Advisors’s Greenwich LifeSciences GLSI Stock Holding History

Valeo Financial Advisors’s Portfolio GLSI Stock Details GLSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-100
Closed -$4K – 2086
2020
Q4 		$4K Buy
+100
New +$1.46K ﹤0.01% 1412

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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valeo Financial Advisors's GLSI Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Greenwich LifeSciences (GLSI) in Q1 2021, closing a stake of 100 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in GLSI in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 19 funds tracked by Wall St. Rank hold GLSI as of Q1 2021.

  • Valeo Financial Advisors reported no remaining Greenwich LifeSciences position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 100 Greenwich LifeSciences shares in Q1 2021, an estimated $4K.
  • Valeo Financial Advisors first reported a position in Greenwich LifeSciences in Q4 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Greenwich LifeSciences position peaked at $4K in Q4 2020.
  • 19 funds tracked by Wall St. Rank held Greenwich LifeSciences as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.