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Valeo Financial Advisors’s iShares US Transportation ETF IYT Stock Holding History

Valeo Financial Advisors’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-132
Closed -$5K – 1869
2020
Q2 		$5K Sell
132
-68
-34% -$2.58K ﹤0.01% 1526
2020
Q1 		$7K Buy
+200
New +$8.79K ﹤0.01% 1208

Other funds holding IYT

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Valeo Financial Advisors sold out of iShares US Transportation ETF (IYT) in Q3 2020, closing a stake of 132 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in IYT in Q1 2020 and held it in 2 quarters. The position peaked at $7K in Q1 2020. 166 funds tracked by Wall St. Rank hold IYT as of Q3 2020.

  • Valeo Financial Advisors reported no remaining iShares US Transportation ETF position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 132 iShares US Transportation ETF shares in Q3 2020, an estimated $5K.
  • Valeo Financial Advisors first reported a position in iShares US Transportation ETF in Q1 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's iShares US Transportation ETF position peaked at $7K in Q1 2020.
  • 166 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2020.

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