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Valeo Financial Advisors’s Laird Superfood LSF Stock Holding History

Valeo Financial Advisors’s Portfolio LSF Stock Details LSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-400
Closed -$15K – 1247
2021
Q1 		$15K Sell
400
-300
-43% -$12.8K ﹤0.01% 1253
2020
Q4 		$33K Buy
+700
New +$33K ﹤0.01% 911

Other funds holding LSF

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Laird Superfood (LSF) in Q2 2021, closing a stake of 400 shares — an estimated $15K sold.

Valeo Financial Advisors first reported a position in LSF in Q4 2020 and held it in 2 quarters. The position peaked at $33K in Q4 2020. 59 funds tracked by Wall St. Rank hold LSF as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Laird Superfood position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 400 Laird Superfood shares in Q2 2021, an estimated $15K.
  • Valeo Financial Advisors first reported a position in Laird Superfood in Q4 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Laird Superfood position peaked at $33K in Q4 2020.
  • 59 funds tracked by Wall St. Rank held Laird Superfood as of Q2 2021.

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