VFA
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Valeo Financial Advisors’s Knowles KN Stock Holding History

Valeo Financial Advisors’s Portfolio KN Stock Details KN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-211
Closed -$3K – 1881
2020
Q2 		$3K Hold
211
– – ﹤0.01% 1677
2020
Q1 		$3K Hold
211
– – ﹤0.01% 1426
2019
Q4 		$4K Buy
+211
New +$4.53K ﹤0.01% 1344
2019
Q2 		– Sell
-95
Closed -$2K – 1610
2019
Q1 		$2K Hold
95
– – ﹤0.01% 1365
2018
Q4 		$1K Hold
95
– – ﹤0.01% 1387
2018
Q3 		$2K Hold
95
– – ﹤0.01% 1478
2018
Q2 		$2K Buy
+95
New +$1.31K ﹤0.01% 1352

Other funds holding KN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return