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Valeo Financial Advisors’s Mitek Systems MITK Stock Holding History

Valeo Financial Advisors’s Portfolio MITK Stock Details MITK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,222
Closed -$18K – 1280
2021
Q1 		$18K Sell
1,222
-400
-25% -$6.42K ﹤0.01% 1204
2020
Q4 		$29K Buy
+1,622
New +$22.4K ﹤0.01% 934

Other funds holding MITK

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TP
Toronado Partners San Francisco, California $53M AUM 13.38% 1-Year Est. Return
BGC
Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 MITK Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Mitek Systems (MITK) in Q2 2021, closing a stake of 1,222 shares — an estimated $18K sold.

Valeo Financial Advisors first reported a position in MITK in Q4 2020 and held it in 2 quarters. The position peaked at $29K in Q4 2020. 167 funds tracked by Wall St. Rank hold MITK as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Mitek Systems position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,222 Mitek Systems shares in Q2 2021, an estimated $18K.
  • Valeo Financial Advisors first reported a position in Mitek Systems in Q4 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Mitek Systems position peaked at $29K in Q4 2020.
  • 167 funds tracked by Wall St. Rank held Mitek Systems as of Q2 2021.

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