VFA
LHCG

Valeo Financial Advisors’s LHC Group LLC LHCG Stock Holding History

Valeo Financial Advisors’s Portfolio LHCG Stock Details LHCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,532
Closed -$571K – 683
2022
Q4 		$571K Buy
+3,532
New +$583K 0.03% 256

Other funds holding LHCG

LIC
Laurus Investment Counsel Toronto, Canada $102M AUM 0% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Valeo Financial Advisors's LHCG Position: Q1 2023 in Review

Valeo Financial Advisors sold out of LHC Group LLC (LHCG) in Q1 2023, closing a stake of 3,532 shares — an estimated $571K sold.

Valeo Financial Advisors first reported a position in LHCG in Q4 2022 and held it in 1 quarter. The position peaked at $571K in Q4 2022. 2 funds tracked by Wall St. Rank hold LHCG as of Q1 2023.

  • Valeo Financial Advisors reported no remaining LHC Group LLC position as of Q1 2023 after selling out during the quarter.
  • Valeo Financial Advisors sold 3,532 LHC Group LLC shares in Q1 2023, an estimated $571K.
  • Valeo Financial Advisors first reported a position in LHC Group LLC in Q4 2022 and held it in 1 quarter.
  • Valeo Financial Advisors's LHC Group LLC position peaked at $571K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2023.

Based on Valeo Financial Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.