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Valeo Financial Advisors’s
PetMed Express
PETS
Stock Holding History
Valeo Financial Advisors’s Portfolio
PETS Stock Details
PETS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-850
Closed
-$30K
–
1433
2021
Q1
$30K
Hold
850
–
–
﹤0.01%
1034
2020
Q4
$27K
Hold
850
–
–
﹤0.01%
952
2020
Q3
$27K
Buy
850
+116
+16%
+$3.84K
﹤0.01%
847
2020
Q2
$26K
Buy
734
+234
+47%
+$8.13K
﹤0.01%
966
2020
Q1
$15K
Hold
500
–
–
﹤0.01%
962
2019
Q4
$12K
Hold
500
–
–
﹤0.01%
1062
2019
Q3
$9K
Hold
500
–
–
﹤0.01%
1063
2019
Q2
$8K
Hold
500
–
–
﹤0.01%
1088
2019
Q1
$11K
Sell
500
-18
-3%
-$406
﹤0.01%
943
2018
Q4
$12K
Hold
518
–
–
﹤0.01%
838
2018
Q3
$14K
Hold
518
–
–
﹤0.01%
877
2018
Q2
$19K
Buy
518
+18
+4%
+$697
﹤0.01%
786
2018
Q1
$21K
Hold
500
–
–
﹤0.01%
702
2017
Q4
$23K
Hold
500
–
–
﹤0.01%
641
2017
Q3
$17K
Buy
+500
New
+$20.4K
﹤0.01%
590
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30.48%
1-Year Est. Return
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$67.5B AUM
28.09%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
PCM
Penserra Capital Management
Orinda, California
$8.52B AUM
37.76%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
BNP Paribas Asset Management
Paris, France
$86.1B AUM
29.11%
1-Year Est. Return
Mirae Asset Global Investments
Seoul, South Korea
$299B AUM
28.69%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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