Valeo Financial Advisors’s RB Global RBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,514	Closed	-$203K	–	668
2022 Q4	$203K	Buy	+3,514	New	+$205K	0.01%	486
2020 Q3	–	Sell	-46	Closed	-$2K	–	2026
2020 Q2	$2K	Hold	46	–	–	﹤0.01%	1787
2020 Q1	$2K	Hold	46	–	–	﹤0.01%	1568
2019 Q4	$2K	Hold	46	–	–	﹤0.01%	1477
2019 Q3	$2K	Sell	46 -22	-32%	-$817	﹤0.01%	1401
2019 Q2	$2K	Hold	68	–	–	﹤0.01%	1424
2019 Q1	$2K	Hold	68	–	–	﹤0.01%	1382
2018 Q4	$2K	Sell	68 -1	-1%	-$34	﹤0.01%	1309
2018 Q3	$2K	Hold	69	–	–	﹤0.01%	1505
2018 Q2	$3K	Hold	69	–	–	﹤0.01%	1272
2018 Q1	$2K	Hold	69	–	–	﹤0.01%	1350
2017 Q4	$2K	Buy	69 +24	+53%	+$672	﹤0.01%	1203
2017 Q3	$1K	Buy	+45	New	+$1.3K	﹤0.01%	1121

Other funds holding RBA

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

EIG

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

BGC

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

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

LCG

Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valeo Financial Advisors's RBA Position: Q1 2023 in Review

Valeo Financial Advisors sold out of RB Global (RBA) in Q1 2023, closing a stake of 3,514 shares — an estimated $203K sold.

Valeo Financial Advisors first reported a position in RBA in Q3 2017 and held it in 13 quarters. The position peaked at $203K in Q4 2022. 456 funds tracked by Wall St. Rank hold RBA as of Q1 2023.

Valeo Financial Advisors reported no remaining RB Global position as of Q1 2023 after selling out during the quarter.
Valeo Financial Advisors sold 3,514 RB Global shares in Q1 2023, an estimated $203K.
Valeo Financial Advisors first reported a position in RB Global in Q3 2017 and held it in 13 quarters.
Valeo Financial Advisors's RB Global position peaked at $203K in Q4 2022.
456 funds tracked by Wall St. Rank held RB Global as of Q1 2023.

Based on Valeo Financial Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.