Valeo Financial Advisors’s ePlus PLUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-50	Closed	-$2K	–	1460
2021 Q1	$2K	Buy	+50	New	+$2.37K	﹤0.01%	1821

Other funds holding PLUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Valeo Financial Advisors sold out of ePlus (PLUS) in Q2 2021, closing a stake of 50 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in PLUS in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 172 funds tracked by Wall St. Rank hold PLUS as of Q2 2021.

Valeo Financial Advisors reported no remaining ePlus position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 50 ePlus shares in Q2 2021, an estimated $2K.
Valeo Financial Advisors first reported a position in ePlus in Q1 2021 and held it in 1 quarter.
Valeo Financial Advisors's ePlus position peaked at $2K in Q1 2021.
172 funds tracked by Wall St. Rank held ePlus as of Q2 2021.

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