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Valeo Financial Advisors’s Liberty Latin America Class A LILA Stock Holding History

Valeo Financial Advisors’s Portfolio LILA Stock Details LILA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-119
Closed -$1K – 1231
2021
Q1 		$1K Buy
119
+88
+284% +$725 ﹤0.01% 1904
2020
Q4 		$0 Hold
31
– – ﹤0.01% 1762
2020
Q3 		$0 Sell
31
-2
-6% -$12 ﹤0.01% 1899
2020
Q2 		$0 Buy
+33
New +$217 ﹤0.01% 2096

Other funds holding LILA

ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCI
S&CO Inc Boston, Massachusetts $1.61B AUM 21.39% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valeo Financial Advisors's LILA Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Liberty Latin America Class A (LILA) in Q2 2021, closing a stake of 119 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in LILA in Q2 2020 and held it in 4 quarters. The position peaked at $1K in Q1 2021. 138 funds tracked by Wall St. Rank hold LILA as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Liberty Latin America Class A position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 119 Liberty Latin America Class A shares in Q2 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Liberty Latin America Class A in Q2 2020 and held it in 4 quarters.
  • Valeo Financial Advisors's Liberty Latin America Class A position peaked at $1K in Q1 2021.
  • 138 funds tracked by Wall St. Rank held Liberty Latin America Class A as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.