Valeo Financial Advisors’s Protective Insurance Corporation Class B Common Stock PTVCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-5,125	Closed	-$67K	–	1924
2020 Q3	$67K	Buy	+5,125	New	+$73.5K	0.01%	572
2019 Q4	–	Sell	-1,450	Closed	-$25K	–	1767
2019 Q3	$25K	Hold	1,450	–	–	﹤0.01%	791
2019 Q2	$25K	Hold	1,450	–	–	﹤0.01%	785
2019 Q1	$27K	Hold	1,450	–	–	﹤0.01%	699
2018 Q4	$24K	Hold	1,450	–	–	﹤0.01%	666
2018 Q3	$33K	Hold	1,450	–	–	﹤0.01%	647
2018 Q2	$33K	Hold	1,450	–	–	﹤0.01%	637
2018 Q1	$32K	Hold	1,450	–	–	0.01%	599
2017 Q4	$35K	Hold	1,450	–	–	0.01%	549
2017 Q3	$33K	Buy	+1,450	New	+$33.2K	0.01%	480

Other funds holding PTVCB

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valeo Financial Advisors's PTVCB Position: Q4 2020 in Review

Valeo Financial Advisors sold out of Protective Insurance Corporation Class B Common Stock (PTVCB) in Q4 2020, closing a stake of 5,125 shares — an estimated $67K sold.

Valeo Financial Advisors first reported a position in PTVCB in Q3 2017 and held it in 10 quarters. The position peaked at $67K in Q3 2020. 56 funds tracked by Wall St. Rank hold PTVCB as of Q4 2020.

Valeo Financial Advisors reported no remaining Protective Insurance Corporation Class B Common Stock position as of Q4 2020 after selling out during the quarter.
Valeo Financial Advisors sold 5,125 Protective Insurance Corporation Class B Common Stock shares in Q4 2020, an estimated $67K.
Valeo Financial Advisors first reported a position in Protective Insurance Corporation Class B Common Stock in Q3 2017 and held it in 10 quarters.
Valeo Financial Advisors's Protective Insurance Corporation Class B Common Stock position peaked at $67K in Q3 2020.
56 funds tracked by Wall St. Rank held Protective Insurance Corporation Class B Common Stock as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.