Valeo Financial Advisors’s Restaurant Brands International QSR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,161	Closed	-$75K	–	1502
2021 Q1	$75K	Buy	1,161 +24	+2%	+$1.49K	﹤0.01%	711
2020 Q4	$69K	Hold	1,137	–	–	﹤0.01%	676
2020 Q3	$65K	Sell	1,137 -215	-16%	-$12K	0.01%	579
2020 Q2	$74K	Sell	1,352 -371	-22%	-$18.7K	0.01%	595
2020 Q1	$75K	Buy	1,723 +515	+43%	+$29.1K	0.01%	493
2019 Q4	$77K	Buy	1,208 +438	+57%	+$29.3K	0.01%	518
2019 Q3	$55K	Buy	770 +500	+185%	+$36.9K	0.01%	571
2019 Q2	$19K	Hold	270	–	–	﹤0.01%	867
2019 Q1	$18K	Hold	270	–	–	﹤0.01%	823
2018 Q4	$14K	Hold	270	–	–	﹤0.01%	801
2018 Q3	$14K	Hold	270	–	–	﹤0.01%	878
2018 Q2	$17K	Buy	270 +33	+14%	+$1.89K	﹤0.01%	812
2018 Q1	$13K	Buy	237 +14	+6%	+$831	﹤0.01%	861
2017 Q4	$14K	Buy	223 +169	+313%	+$10.8K	﹤0.01%	759
2017 Q3	$3K	Buy	+54	New	+$3.34K	﹤0.01%	968

Other funds holding QSR

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Restaurant Brands International (QSR) in Q2 2021, closing a stake of 1,161 shares — an estimated $75K sold.

Valeo Financial Advisors first reported a position in QSR in Q3 2017 and held it in 15 quarters. The position peaked at $77K in Q4 2019. 367 funds tracked by Wall St. Rank hold QSR as of Q2 2021.

Valeo Financial Advisors reported no remaining Restaurant Brands International position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,161 Restaurant Brands International shares in Q2 2021, an estimated $75K.
Valeo Financial Advisors first reported a position in Restaurant Brands International in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Restaurant Brands International position peaked at $77K in Q4 2019.
367 funds tracked by Wall St. Rank held Restaurant Brands International as of Q2 2021.

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