VFA
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Valeo Financial Advisors’s LoveSac LOVE Stock Holding History

Valeo Financial Advisors’s Portfolio LOVE Stock Details LOVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,500
Closed -$30 – 697
2023
Q3 		$30 Hold
1,500
– – ﹤0.01% 640
2023
Q2 		$40 Hold
1,500
– – ﹤0.01% 604
2023
Q1 		$43 Hold
1,500
– – ﹤0.01% 624
2022
Q4 		$33 Buy
+1,500
New +$33.6K ﹤0.01% 552

Other funds holding LOVE

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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 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
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Valeo Financial Advisors's LOVE Position: Q4 2024 in Review

Valeo Financial Advisors sold out of LoveSac (LOVE) in Q4 2024, closing a stake of 8,430 shares — an estimated $242K sold.

Valeo Financial Advisors first reported a position in LOVE in Q2 2020 and held it in 7 quarters. The position peaked at $254K in Q1 2023. 125 funds tracked by Wall St. Rank hold LOVE as of Q4 2024.

  • Valeo Financial Advisors reported no remaining LoveSac position as of Q4 2024 after selling out during the quarter.
  • Valeo Financial Advisors sold 8,430 LoveSac shares in Q4 2024, an estimated $242K.
  • Valeo Financial Advisors first reported a position in LoveSac in Q2 2020 and held it in 7 quarters.
  • Valeo Financial Advisors's LoveSac position peaked at $254K in Q1 2023.
  • 125 funds tracked by Wall St. Rank held LoveSac as of Q4 2024.

Based on Valeo Financial Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.