VFA
IBKC

Valeo Financial Advisors’s IBERIABANK Corp IBKC Stock Holding History

Valeo Financial Advisors’s Portfolio IBKC Stock Details IBKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-8
Closed – – 2296
2020
Q2 		$0 Hold
8
– – ﹤0.01% 2217
2020
Q1 		$0 Sell
8
-8
-50% -$498 ﹤0.01% 1983
2019
Q4 		$1K Buy
16
+15
+1,500% +$1.11K ﹤0.01% 1607
2019
Q3 		$0 Buy
+1
New +$74 ﹤0.01% 1724
2019
Q1 		– Sell
-1,543
Closed -$99K – 1668
2018
Q4 		$99K Sell
1,543
-536
-26% -$39.3K 0.01% 381
2018
Q3 		$155K Buy
2,079
+1,164
+127% +$96.8K 0.02% 318
2018
Q2 		$77K Buy
915
+790
+632% +$62.2K 0.01% 457
2018
Q1 		$10K Buy
+125
New +$10.2K ﹤0.01% 940

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

Valeo Financial Advisors sold out of IBERIABANK Corp (IBKC) in Q3 2020, closing a stake of 8 shares.

Valeo Financial Advisors first reported a position in IBKC in Q1 2018 and held it in 8 quarters. The position peaked at $155K in Q3 2018. 0 funds tracked by Wall St. Rank hold IBKC as of Q3 2020.

  • Valeo Financial Advisors reported no remaining IBERIABANK Corp position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 8 IBERIABANK Corp shares in Q3 2020.
  • Valeo Financial Advisors first reported a position in IBERIABANK Corp in Q1 2018 and held it in 8 quarters.
  • Valeo Financial Advisors's IBERIABANK Corp position peaked at $155K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2020.

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