Valeo Financial Advisors
JJSF icon

Valeo Financial Advisors’s J&J Snack Foods JJSF Stock Holding History

Valeo Financial Advisors’s Portfolio JJSF Stock Details JJSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-61
Closed -$8K – 1873
2020
Q2 		$8K Buy
61
+38
+165% +$4.77K ﹤0.01% 1357
2020
Q1 		$3K Buy
+23
New +$3.71K ﹤0.01% 1423

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State Street
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Dimensional Fund Advisors
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Geneva Capital Management
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Westwood Holdings Group
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ACM
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Valeo Financial Advisors's JJSF Position: Q3 2020 in Review

Valeo Financial Advisors sold out of J&J Snack Foods (JJSF) in Q3 2020, closing a stake of 61 shares — an estimated $8K sold.

Valeo Financial Advisors first reported a position in JJSF in Q1 2020 and held it in 2 quarters. The position peaked at $8K in Q2 2020. 218 funds tracked by Wall St. Rank hold JJSF as of Q3 2020.

  • Valeo Financial Advisors reported no remaining J&J Snack Foods position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 61 J&J Snack Foods shares in Q3 2020, an estimated $8K.
  • Valeo Financial Advisors first reported a position in J&J Snack Foods in Q1 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's J&J Snack Foods position peaked at $8K in Q2 2020.
  • 218 funds tracked by Wall St. Rank held J&J Snack Foods as of Q3 2020.

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