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	–	2046
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

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

Luxor Capital Group New York $633M AUM 30.88% 1-Year Est. Return

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

Bank of America

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