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Valeo Financial Advisors’s Phio Pharmaceuticals PHIO Stock Holding History

Valeo Financial Advisors’s Portfolio PHIO Stock Details PHIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-37
Closed -$11K – 1444
2021
Q1 		$11K Buy
+37
New +$12.3K ﹤0.01% 1341
2020
Q3 		– Sell
-2
Closed -$1K – 2000
2020
Q2 		$1K Buy
+2
New +$479 ﹤0.01% 1929

Other funds holding PHIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valeo Financial Advisors's PHIO Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Phio Pharmaceuticals (PHIO) in Q2 2021, closing a stake of 37 shares — an estimated $11K sold.

Valeo Financial Advisors first reported a position in PHIO in Q2 2020 and held it in 2 quarters. The position peaked at $11K in Q1 2021. 17 funds tracked by Wall St. Rank hold PHIO as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Phio Pharmaceuticals position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 37 Phio Pharmaceuticals shares in Q2 2021, an estimated $11K.
  • Valeo Financial Advisors first reported a position in Phio Pharmaceuticals in Q2 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Phio Pharmaceuticals position peaked at $11K in Q1 2021.
  • 17 funds tracked by Wall St. Rank held Phio Pharmaceuticals as of Q2 2021.

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