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Valeo Financial Advisors’s IGC Pharma IGC Stock Holding History

Valeo Financial Advisors’s Portfolio IGC Stock Details IGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-100
Closed – – 1847
2019
Q4 		$0 Hold
100
– – ﹤0.01% 1667
2019
Q3 		$0 Hold
100
– – ﹤0.01% 1612
2019
Q2 		$0 Buy
+100
New +$141 ﹤0.01% 1605
2019
Q1 		– Sell
-100
Closed – – 1585
2018
Q4 		$0 Hold
100
– – ﹤0.01% 1601
2018
Q3 		$0 Buy
+100
New +$104 ﹤0.01% 1816

Other funds holding IGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
DP
Dearborn Partners Chicago, Illinois $1.85B AUM 6.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Valeo Financial Advisors's IGC Position: Q1 2020 in Review

Valeo Financial Advisors sold out of IGC Pharma (IGC) in Q1 2020, closing a stake of 100 shares.

Valeo Financial Advisors first reported a position in IGC in Q3 2018 and held it in 5 quarters. The position peaked at $0 in Q4 2019. 21 funds tracked by Wall St. Rank hold IGC as of Q1 2020.

  • Valeo Financial Advisors reported no remaining IGC Pharma position as of Q1 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 100 IGC Pharma shares in Q1 2020.
  • Valeo Financial Advisors first reported a position in IGC Pharma in Q3 2018 and held it in 5 quarters.
  • Valeo Financial Advisors's IGC Pharma position peaked at $0 in Q4 2019.
  • 21 funds tracked by Wall St. Rank held IGC Pharma as of Q1 2020.

Based on Valeo Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.