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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 – 1506
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

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PSCM
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
EIG
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JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return