Valeo Financial Advisors’s Gritstone bio, Inc. Common Stock GRTS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-12,000	Closed	-$6.96K	–	798
2024 Q3	$6.96K	Hold	12,000	–	–	﹤0.01%	702
2024 Q2	$7.42K	Hold	12,000	–	–	﹤0.01%	654
2024 Q1	$9.76K	Hold	12,000	–	–	﹤0.01%	645
2023 Q4	$24.5K	Buy	+12,000	New	+$21.9K	﹤0.01%	629
2021 Q1	–	Sell	-200	Closed	-$1K	–	2221
2020 Q4	$1K	Buy	+200	New	+$605	﹤0.01%	1631

Other funds holding GRTS

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Gritstone bio, Inc. Common Stock (GRTS) in Q4 2024, closing a stake of 12,000 shares — an estimated $6.96K sold.

Valeo Financial Advisors first reported a position in GRTS in Q4 2020 and held it in 5 quarters. The position peaked at $24.5K in Q4 2023. 6 funds tracked by Wall St. Rank hold GRTS as of Q4 2024.

Valeo Financial Advisors reported no remaining Gritstone bio, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
Valeo Financial Advisors sold 12,000 Gritstone bio, Inc. Common Stock shares in Q4 2024, an estimated $6.96K.
Valeo Financial Advisors first reported a position in Gritstone bio, Inc. Common Stock in Q4 2020 and held it in 5 quarters.
Valeo Financial Advisors's Gritstone bio, Inc. Common Stock position peaked at $24.5K in Q4 2023.
6 funds tracked by Wall St. Rank held Gritstone bio, Inc. Common Stock as of Q4 2024.

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