Valeo Financial Advisors’s Post Holdings POST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-55	Closed	-$4K	–	1468
2021 Q1	$4K	Hold	55	–	–	﹤0.01%	1637
2020 Q4	$4K	Hold	55	–	–	﹤0.01%	1428
2020 Q3	$3K	Buy	55 +41	+293%	+$2.34K	﹤0.01%	1360
2020 Q2	$1K	Buy	+14	New	+$815	﹤0.01%	1933
2020 Q1	–	Sell	-848	Closed	-$61K	–	1886
2019 Q4	$61K	Hold	848	–	–	0.01%	576
2019 Q3	$59K	Buy	848 +764	+910%	+$52.1K	0.01%	550
2019 Q2	$6K	Hold	84	–	–	﹤0.01%	1165
2019 Q1	$6K	Hold	84	–	–	﹤0.01%	1110
2018 Q4	$5K	Hold	84	–	–	﹤0.01%	1090
2018 Q3	$5K	Hold	84	–	–	﹤0.01%	1208
2018 Q2	$5K	Buy	+84	New	+$4.39K	﹤0.01%	1147

Other funds holding POST

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Post Holdings (POST) in Q2 2021, closing a stake of 55 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in POST in Q2 2018 and held it in 11 quarters. The position peaked at $61K in Q4 2019. 325 funds tracked by Wall St. Rank hold POST as of Q2 2021.

Valeo Financial Advisors reported no remaining Post Holdings position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 55 Post Holdings shares in Q2 2021, an estimated $4K.
Valeo Financial Advisors first reported a position in Post Holdings in Q2 2018 and held it in 11 quarters.
Valeo Financial Advisors's Post Holdings position peaked at $61K in Q4 2019.
325 funds tracked by Wall St. Rank held Post Holdings as of Q2 2021.

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