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Valeo Financial Advisors’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Valeo Financial Advisors’s Portfolio LRGE Stock Details LRGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-113
Closed -$4K – 2099
2020
Q1 		$4K Buy
+113
New +$4.17K ﹤0.01% 1358

Other funds holding LRGE

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Susquehanna International Group
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MFG
Menard Financial Group Houston, Texas $143M AUM 27.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Valeo Financial Advisors's LRGE Position: Q2 2020 in Review

Valeo Financial Advisors sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q2 2020, closing a stake of 113 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in LRGE in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 29 funds tracked by Wall St. Rank hold LRGE as of Q2 2020.

  • Valeo Financial Advisors reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q2 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 113 ClearBridge Large Cap Growth Select ETF shares in Q2 2020, an estimated $4K.
  • Valeo Financial Advisors first reported a position in ClearBridge Large Cap Growth Select ETF in Q1 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's ClearBridge Large Cap Growth Select ETF position peaked at $4K in Q1 2020.
  • 29 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2020.

Based on Valeo Financial Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.