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Valeo Financial Advisors’s Ultragenyx Pharmaceutical RARE Stock Holding History

Valeo Financial Advisors’s Portfolio RARE Stock Details RARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-459
Closed -$52K – 1504
2021
Q1 		$52K Buy
+459
New +$62.5K ﹤0.01% 856
2020
Q3 		– Sell
-8
Closed -$1K – 2025
2020
Q2 		$1K Buy
+8
New +$530 ﹤0.01% 1938

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Ultragenyx Pharmaceutical (RARE) in Q2 2021, closing a stake of 459 shares — an estimated $52K sold.

Valeo Financial Advisors first reported a position in RARE in Q2 2020 and held it in 2 quarters. The position peaked at $52K in Q1 2021. 241 funds tracked by Wall St. Rank hold RARE as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Ultragenyx Pharmaceutical position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 459 Ultragenyx Pharmaceutical shares in Q2 2021, an estimated $52K.
  • Valeo Financial Advisors first reported a position in Ultragenyx Pharmaceutical in Q2 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Ultragenyx Pharmaceutical position peaked at $52K in Q1 2021.
  • 241 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q2 2021.

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