VFA
SITO

Valeo Financial Advisors’s SITO MOBILE, LTD SITO Stock Holding History

Valeo Financial Advisors’s Portfolio SITO Stock Details SITO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,000
Closed -$1K – 1993
2019
Q4 		$1K Hold
4,000
– – ﹤0.01% 1610
2019
Q3 		$3K Hold
4,000
– – ﹤0.01% 1351
2019
Q2 		$3K Hold
4,000
– – ﹤0.01% 1367
2019
Q1 		$7K Hold
4,000
– – ﹤0.01% 1074
2018
Q4 		$4K Buy
+4,000
New +$5.19K ﹤0.01% 1178

Other funds holding SITO

CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Valeo Financial Advisors's SITO Position: Q1 2020 in Review

Valeo Financial Advisors sold out of SITO MOBILE, LTD (SITO) in Q1 2020, closing a stake of 4,000 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in SITO in Q4 2018 and held it in 5 quarters. The position peaked at $7K in Q1 2019. 3 funds tracked by Wall St. Rank hold SITO as of Q1 2020.

  • Valeo Financial Advisors reported no remaining SITO MOBILE, LTD position as of Q1 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 4,000 SITO MOBILE, LTD shares in Q1 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in SITO MOBILE, LTD in Q4 2018 and held it in 5 quarters.
  • Valeo Financial Advisors's SITO MOBILE, LTD position peaked at $7K in Q1 2019.
  • 3 funds tracked by Wall St. Rank held SITO MOBILE, LTD as of Q1 2020.

Based on Valeo Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.