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Valeo Financial Advisors’s Kosmos Energy KOS Stock Holding History

Valeo Financial Advisors’s Portfolio KOS Stock Details KOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,700
Closed -$104K – 695
2023
Q3 		$104K Buy
+12,700
New +$90K ﹤0.01% 590
2021
Q2 		– Sell
-500
Closed -$2K – 1205
2021
Q1 		$2K Hold
500
– – ﹤0.01% 1799
2020
Q4 		$1K Buy
+500
New +$792 ﹤0.01% 1584

Other funds holding KOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Valeo Financial Advisors's KOS Position: Q4 2023 in Review

Valeo Financial Advisors sold out of Kosmos Energy (KOS) in Q4 2023, closing a stake of 12,700 shares — an estimated $104K sold.

Valeo Financial Advisors first reported a position in KOS in Q4 2020 and held it in 3 quarters. The position peaked at $104K in Q3 2023. 245 funds tracked by Wall St. Rank hold KOS as of Q4 2023.

  • Valeo Financial Advisors reported no remaining Kosmos Energy position as of Q4 2023 after selling out during the quarter.
  • Valeo Financial Advisors sold 12,700 Kosmos Energy shares in Q4 2023, an estimated $104K.
  • Valeo Financial Advisors first reported a position in Kosmos Energy in Q4 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's Kosmos Energy position peaked at $104K in Q3 2023.
  • 245 funds tracked by Wall St. Rank held Kosmos Energy as of Q4 2023.

Based on Valeo Financial Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.