Valeo Financial Advisors’s Howard Bancorp, Inc. Common Stock HBMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-3,764	Closed	-$62K	–	2066
2021 Q1	$62K	Buy	+3,764	New	+$53.9K	﹤0.01%	785
2020 Q3	–	Sell	-3,386	Closed	-$36K	–	2260
2020 Q2	$36K	Hold	3,386	–	–	﹤0.01%	849
2020 Q1	$34K	Buy	3,386 +1,806	+114%	+$28.1K	﹤0.01%	732
2019 Q4	$27K	Buy	+1,580	New	+$26.3K	﹤0.01%	853

Other funds holding HBMD

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

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

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Howard Bancorp, Inc. Common Stock (HBMD) in Q2 2021, closing a stake of 3,764 shares — an estimated $62K sold.

Valeo Financial Advisors first reported a position in HBMD in Q4 2019 and held it in 4 quarters. The position peaked at $62K in Q1 2021. 57 funds tracked by Wall St. Rank hold HBMD as of Q2 2021.

Valeo Financial Advisors reported no remaining Howard Bancorp, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 3,764 Howard Bancorp, Inc. Common Stock shares in Q2 2021, an estimated $62K.
Valeo Financial Advisors first reported a position in Howard Bancorp, Inc. Common Stock in Q4 2019 and held it in 4 quarters.
Valeo Financial Advisors's Howard Bancorp, Inc. Common Stock position peaked at $62K in Q1 2021.
57 funds tracked by Wall St. Rank held Howard Bancorp, Inc. Common Stock as of Q2 2021.

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