Valeo Financial Advisors’s Socket Mobile SCKT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-400	Closed	-$3K	–	1579
2021 Q1	$3K	Buy	+400	New	+$2.61K	﹤0.01%	1722

Other funds holding SCKT

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

MHP

Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valeo Financial Advisors's SCKT Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Socket Mobile (SCKT) in Q2 2021, closing a stake of 400 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in SCKT in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 19 funds tracked by Wall St. Rank hold SCKT as of Q2 2021.

Valeo Financial Advisors reported no remaining Socket Mobile position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 400 Socket Mobile shares in Q2 2021, an estimated $3K.
Valeo Financial Advisors first reported a position in Socket Mobile in Q1 2021 and held it in 1 quarter.
Valeo Financial Advisors's Socket Mobile position peaked at $3K in Q1 2021.
19 funds tracked by Wall St. Rank held Socket Mobile as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.