Valeo Financial Advisors’s Niagen Bioscience NAGE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-500	Closed	-$2K	–	1694
2019 Q2	$2K	Hold	500	–	–	﹤0.01%	1442
2019 Q1	$2K	Hold	500	–	–	﹤0.01%	1402
2018 Q4	$2K	Hold	500	–	–	﹤0.01%	1331
2018 Q3	$2K	Hold	500	–	–	﹤0.01%	1530
2018 Q2	$2K	Hold	500	–	–	﹤0.01%	1393
2018 Q1	$2K	Buy	+500	New	+$2.62K	﹤0.01%	1371

Other funds holding NAGE

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

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

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valeo Financial Advisors's NAGE Position: Q3 2019 in Review

Valeo Financial Advisors sold out of Niagen Bioscience (NAGE) in Q3 2019, closing a stake of 500 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in NAGE in Q1 2018 and held it in 6 quarters. The position peaked at $2K in Q2 2019. 60 funds tracked by Wall St. Rank hold NAGE as of Q3 2019.

Valeo Financial Advisors reported no remaining Niagen Bioscience position as of Q3 2019 after selling out during the quarter.
Valeo Financial Advisors sold 500 Niagen Bioscience shares in Q3 2019, an estimated $2K.
Valeo Financial Advisors first reported a position in Niagen Bioscience in Q1 2018 and held it in 6 quarters.
Valeo Financial Advisors's Niagen Bioscience position peaked at $2K in Q2 2019.
60 funds tracked by Wall St. Rank held Niagen Bioscience as of Q3 2019.

Based on Valeo Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.