VFA
LIND icon

Valeo Financial Advisors’s Lindblad Expeditions LIND Stock Holding History

Valeo Financial Advisors’s Portfolio LIND Stock Details LIND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4,000
Closed -$68K – 2115
2020
Q4 		$68K Hold
4,000
– – ﹤0.01% 679
2020
Q3 		$34K Hold
4,000
– – ﹤0.01% 773
2020
Q2 		$31K Buy
+4,000
New +$27.6K ﹤0.01% 903

Other funds holding LIND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
AI
Aperture Investors New York $1.11B AUM 81.44% 1-Year Est. Return

Valeo Financial Advisors's LIND Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Lindblad Expeditions (LIND) in Q1 2021, closing a stake of 4,000 shares — an estimated $68K sold.

Valeo Financial Advisors first reported a position in LIND in Q2 2020 and held it in 3 quarters. The position peaked at $68K in Q4 2020. 103 funds tracked by Wall St. Rank hold LIND as of Q1 2021.

  • Valeo Financial Advisors reported no remaining Lindblad Expeditions position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 4,000 Lindblad Expeditions shares in Q1 2021, an estimated $68K.
  • Valeo Financial Advisors first reported a position in Lindblad Expeditions in Q2 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's Lindblad Expeditions position peaked at $68K in Q4 2020.
  • 103 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.