VFA
SFM icon

Valeo Financial Advisors’s Sprouts Farmers Market SFM Stock Holding History

Valeo Financial Advisors’s Portfolio SFM Stock Details SFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-50
Closed -$1K – 2163
2020
Q4 		$1K Buy
+50
New +$1.02K ﹤0.01% 1608
2018
Q2 		– Sell
-150
Closed -$4K – 1734
2018
Q1 		$4K Buy
+150
New +$3.84K ﹤0.01% 1209

Other funds holding SFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Valeo Financial Advisors's SFM Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Sprouts Farmers Market (SFM) in Q1 2021, closing a stake of 50 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in SFM in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 324 funds tracked by Wall St. Rank hold SFM as of Q1 2021.

  • Valeo Financial Advisors reported no remaining Sprouts Farmers Market position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 50 Sprouts Farmers Market shares in Q1 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Sprouts Farmers Market in Q1 2018 and held it in 2 quarters.
  • Valeo Financial Advisors's Sprouts Farmers Market position peaked at $4K in Q1 2018.
  • 324 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.