Valeo Financial Advisors’s Protolabs PRLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-750	Closed	-$91K	–	1476
2021 Q1	$91K	Hold	750	–	–	﹤0.01%	659
2020 Q4	$115K	Buy	750 +50	+7%	+$7.05K	0.01%	533
2020 Q3	$91K	Sell	700 -28	-4%	-$3.68K	0.01%	493
2020 Q2	$82K	Sell	728 -200	-22%	-$20.5K	0.01%	572
2020 Q1	$72K	Buy	928 +200	+27%	+$18.5K	0.01%	502
2019 Q4	$74K	Buy	728 +200	+38%	+$19.8K	0.01%	523
2019 Q3	$54K	Buy	528 +5	+1%	+$510	0.01%	577
2019 Q2	$61K	Hold	523	–	–	0.01%	548
2019 Q1	$55K	Hold	523	–	–	0.01%	533
2018 Q4	$59K	Hold	523	–	–	0.01%	490
2018 Q3	$62K	Hold	523	–	–	0.01%	508
2018 Q2	$70K	Hold	523	–	–	0.01%	473
2018 Q1	$61K	Hold	523	–	–	0.01%	458
2017 Q4	$54K	Hold	523	–	–	0.01%	457
2017 Q3	$42K	Buy	+523	New	+$37.8K	0.01%	429

Other funds holding PRLB

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

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return