Valeo Financial Advisors’s Pulmonx LUNG Stock Holding History

Valeo Financial Advisors’s Portfolio LUNG Stock Details LUNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-7	Closed	–	–	1252
2021 Q1	$0	Hold	7	–	–	﹤0.01%	2118
2020 Q4	$0	Buy	+7	New	+$343	﹤0.01%	1766

Other funds holding LUNG

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

KXA

KPCB XIII Associates Menlo Park, California $186M AUM 11.23% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Pulmonx (LUNG) in Q2 2021, closing a stake of 7 shares.

Valeo Financial Advisors first reported a position in LUNG in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 113 funds tracked by Wall St. Rank hold LUNG as of Q2 2021.

Valeo Financial Advisors reported no remaining Pulmonx position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 7 Pulmonx shares in Q2 2021.
Valeo Financial Advisors first reported a position in Pulmonx in Q4 2020 and held it in 2 quarters.
Valeo Financial Advisors's Pulmonx position peaked at $0 in Q1 2021.
113 funds tracked by Wall St. Rank held Pulmonx as of Q2 2021.

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