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Valeo Financial Advisors’s Pediatrix Medical MD Stock Holding History

Valeo Financial Advisors’s Portfolio MD Stock Details MD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-39
Closed -$1K – 1268
2021
Q1 		$1K Buy
+39
New +$999 ﹤0.01% 1905
2019
Q2 		– Sell
-10
Closed – – 1616
2019
Q1 		$0 Hold
10
– – ﹤0.01% 1601
2018
Q4 		$0 Hold
10
– – ﹤0.01% 1623
2018
Q3 		$0 Sell
10
-10
-50% -$459 ﹤0.01% 1824
2018
Q2 		$1K Hold
20
– – ﹤0.01% 1480
2018
Q1 		$1K Hold
20
– – ﹤0.01% 1441
2017
Q4 		$1K Hold
20
– – ﹤0.01% 1292
2017
Q3 		$1K Buy
+20
New +$951 ﹤0.01% 1103

Other funds holding MD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Pediatrix Medical (MD) in Q2 2021, closing a stake of 39 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in MD in Q3 2017 and held it in 8 quarters. The position peaked at $1K in Q1 2021. 220 funds tracked by Wall St. Rank hold MD as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Pediatrix Medical position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 39 Pediatrix Medical shares in Q2 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Pediatrix Medical in Q3 2017 and held it in 8 quarters.
  • Valeo Financial Advisors's Pediatrix Medical position peaked at $1K in Q1 2021.
  • 220 funds tracked by Wall St. Rank held Pediatrix Medical as of Q2 2021.

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