Valeo Financial Advisors’s NexGen Energy NXE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-260	Closed	–	–	1788
2020 Q3	$0	Buy	+260	New	+$441	﹤0.01%	1972
2018 Q4	–	Sell	-3,000	Closed	-$6K	–	1650
2018 Q3	$6K	Hold	3,000	–	–	﹤0.01%	1139
2018 Q2	$6K	Hold	3,000	–	–	﹤0.01%	1091
2018 Q1	$5K	Hold	3,000	–	–	﹤0.01%	1146
2017 Q4	$8K	Hold	3,000	–	–	﹤0.01%	877
2017 Q3	$7K	Buy	+3,000	New	+$7.02K	﹤0.01%	794

Other funds holding NXE

AWG

Alpha Wave Global New York $6.24B AUM 59.73% 1-Year Est. Return

OWIM

Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

BCM

Bienville Capital Management New York $750M AUM 2.59% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

GAMA

Graticule Asia Macro Advisors New York $1.33B AUM 1,044.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PIMJS

PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Valeo Financial Advisors's NXE Position: Q4 2020 in Review

Valeo Financial Advisors sold out of NexGen Energy (NXE) in Q4 2020, closing a stake of 260 shares.

Valeo Financial Advisors first reported a position in NXE in Q3 2017 and held it in 6 quarters. The position peaked at $8K in Q4 2017. 80 funds tracked by Wall St. Rank hold NXE as of Q4 2020.

Valeo Financial Advisors reported no remaining NexGen Energy position as of Q4 2020 after selling out during the quarter.
Valeo Financial Advisors sold 260 NexGen Energy shares in Q4 2020.
Valeo Financial Advisors first reported a position in NexGen Energy in Q3 2017 and held it in 6 quarters.
Valeo Financial Advisors's NexGen Energy position peaked at $8K in Q4 2017.
80 funds tracked by Wall St. Rank held NexGen Energy as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.