VFA
NP

Valeo Financial Advisors’s Neenah, Inc. Common Stock NP Stock Holding History

Valeo Financial Advisors’s Portfolio NP Stock Details NP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-94
Closed -$5K – 2249
2020
Q2 		$5K Buy
94
+64
+213% +$3.08K ﹤0.01% 1557
2020
Q1 		$1K Buy
+30
New +$1.78K ﹤0.01% 1759

Other funds holding NP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valeo Financial Advisors's NP Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Neenah, Inc. Common Stock (NP) in Q3 2020, closing a stake of 94 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in NP in Q1 2020 and held it in 2 quarters. The position peaked at $5K in Q2 2020. 161 funds tracked by Wall St. Rank hold NP as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Neenah, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 94 Neenah, Inc. Common Stock shares in Q3 2020, an estimated $5K.
  • Valeo Financial Advisors first reported a position in Neenah, Inc. Common Stock in Q1 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Neenah, Inc. Common Stock position peaked at $5K in Q2 2020.
  • 161 funds tracked by Wall St. Rank held Neenah, Inc. Common Stock as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.