Valeo Financial Advisors’s Robert Half RHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-542	Closed	-$42K	–	1528
2021 Q1	$42K	Sell	542 -122	-18%	-$8.85K	﹤0.01%	941
2020 Q4	$41K	Buy	664 +159	+31%	+$9.49K	﹤0.01%	844
2020 Q3	$27K	Sell	505 -1,445	-74%	-$77K	﹤0.01%	848
2020 Q2	$103K	Buy	1,950 +1,859	+2,043%	+$88.2K	0.01%	500
2020 Q1	$4K	Buy	91 +52	+133%	+$2.81K	﹤0.01%	1370
2019 Q4	$2K	Hold	39	–	–	﹤0.01%	1480
2019 Q3	$2K	Hold	39	–	–	﹤0.01%	1404
2019 Q2	$2K	Hold	39	–	–	﹤0.01%	1425
2019 Q1	$3K	Buy	39 +2	+5%	+$127	﹤0.01%	1298
2018 Q4	$2K	Sell	37 -8	-18%	-$491	﹤0.01%	1311
2018 Q3	$3K	Buy	45 +1	+2%	+$73	﹤0.01%	1374
2018 Q2	$3K	Hold	44	–	–	﹤0.01%	1274
2018 Q1	$3K	Buy	44 +1	+2%	+$57	﹤0.01%	1269
2017 Q4	$2K	Buy	43 +1	+2%	+$53	﹤0.01%	1204
2017 Q3	$2K	Buy	+42	New	+$1.94K	﹤0.01%	1039

Other funds holding RHI

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

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Bank of America

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

CIBC Private Wealth Group

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return