VFA
SCS

Valeo Financial Advisors’s Steelcase SCS Stock Holding History

Valeo Financial Advisors’s Portfolio SCS Stock Details SCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-946
Closed -$14K – 1581
2021
Q1 		$14K Buy
946
+7
+0.7% +$99 ﹤0.01% 1279
2020
Q4 		$13K Buy
939
+8
+0.9% +$98 ﹤0.01% 1136
2020
Q3 		$9K Buy
931
+9
+1% +$97 ﹤0.01% 1115
2020
Q2 		$11K Buy
922
+7
+0.8% +$77 ﹤0.01% 1258
2020
Q1 		$10K Buy
+915
New +$15.1K ﹤0.01% 1108
2018
Q2 		– Sell
-160
Closed -$2K – 1733
2018
Q1 		$2K Buy
+160
New +$2.35K ﹤0.01% 1353

Other funds holding SCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Steelcase (SCS) in Q2 2021, closing a stake of 946 shares — an estimated $14K sold.

Valeo Financial Advisors first reported a position in SCS in Q1 2018 and held it in 6 quarters. The position peaked at $14K in Q1 2021. 192 funds tracked by Wall St. Rank hold SCS as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Steelcase position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 946 Steelcase shares in Q2 2021, an estimated $14K.
  • Valeo Financial Advisors first reported a position in Steelcase in Q1 2018 and held it in 6 quarters.
  • Valeo Financial Advisors's Steelcase position peaked at $14K in Q1 2021.
  • 192 funds tracked by Wall St. Rank held Steelcase as of Q2 2021.

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