VFA
SILK

Valeo Financial Advisors’s Silk Road Medical, Inc. Common Stock SILK Stock Holding History

Valeo Financial Advisors’s Portfolio SILK Stock Details SILK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4
Closed – – 2224
2020
Q4 		$0 Hold
4
– – ﹤0.01% 1899
2020
Q3 		$0 Sell
4
-16
-80% -$873 ﹤0.01% 2206
2020
Q2 		$1K Hold
20
– – ﹤0.01% 1990
2020
Q1 		$1K Buy
20
+8
+67% +$320 ﹤0.01% 1745
2019
Q4 		$0 Buy
12
+8
+200% +$280 ﹤0.01% 1746
2019
Q3 		$0 Buy
+4
New +$159 ﹤0.01% 1705

Other funds holding SILK

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WA
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Silk Road Medical, Inc. Common Stock (SILK) in Q1 2021, closing a stake of 4 shares.

Valeo Financial Advisors first reported a position in SILK in Q3 2019 and held it in 6 quarters. The position peaked at $1K in Q2 2020. 172 funds tracked by Wall St. Rank hold SILK as of Q1 2021.

  • Valeo Financial Advisors reported no remaining Silk Road Medical, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 4 Silk Road Medical, Inc. Common Stock shares in Q1 2021.
  • Valeo Financial Advisors first reported a position in Silk Road Medical, Inc. Common Stock in Q3 2019 and held it in 6 quarters.
  • Valeo Financial Advisors's Silk Road Medical, Inc. Common Stock position peaked at $1K in Q2 2020.
  • 172 funds tracked by Wall St. Rank held Silk Road Medical, Inc. Common Stock as of Q1 2021.

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