VFA
RP

Valeo Financial Advisors’s RealPage, Inc. RP Stock Holding History

Valeo Financial Advisors’s Portfolio RP Stock Details RP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-113
Closed -$7K – 2312
2020
Q2 		$7K Buy
113
+20
+22% +$1.26K ﹤0.01% 1425
2020
Q1 		$5K Hold
93
– – ﹤0.01% 1327
2019
Q4 		$5K Buy
93
+29
+45% +$1.65K ﹤0.01% 1313
2019
Q3 		$4K Hold
64
– – ﹤0.01% 1287
2019
Q2 		$4K Hold
64
– – ﹤0.01% 1307
2019
Q1 		$4K Buy
64
+8
+14% +$459 ﹤0.01% 1259
2018
Q4 		$3K Buy
56
+7
+14% +$366 ﹤0.01% 1240
2018
Q3 		$3K Buy
+49
New +$2.92K ﹤0.01% 1402

Other funds holding RP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return