Valeo Financial Advisors’s Radian Group RDN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-24,157	Closed	-$24K	–	622
2022 Q1	$24K	Buy	+24,157	New	+$556K	﹤0.01%	619
2020 Q4	–	Sell	-1,060	Closed	-$15K	–	1828
2020 Q3	$15K	Hold	1,060	–	–	﹤0.01%	985
2020 Q2	$16K	Hold	1,060	–	–	﹤0.01%	1139
2020 Q1	$16K	Hold	1,060	–	–	﹤0.01%	946
2019 Q4	$27K	Hold	1,060	–	–	﹤0.01%	850
2019 Q3	$24K	Hold	1,060	–	–	﹤0.01%	803
2019 Q2	$24K	Hold	1,060	–	–	﹤0.01%	799
2019 Q1	$22K	Hold	1,060	–	–	﹤0.01%	764
2018 Q4	$17K	Sell	1,060 -180	-15%	-$3.28K	﹤0.01%	757
2018 Q3	$24K	Buy	1,240 +180	+17%	+$3.45K	﹤0.01%	720
2018 Q2	$21K	Hold	1,060	–	–	﹤0.01%	751
2018 Q1	$20K	Sell	1,060 -110	-9%	-$2.31K	﹤0.01%	715
2017 Q4	$24K	Hold	1,170	–	–	﹤0.01%	628
2017 Q3	$22K	Buy	+1,170	New	+$20.3K	0.01%	544

Other funds holding RDN

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return