VFA
SLI

Valeo Financial Advisors’s Standard Lithium SLI Stock Holding History

Valeo Financial Advisors’s Portfolio SLI Stock Details SLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-19,004
Closed -$82K – 602
2022
Q3 		$82K Buy
19,004
+4
+0% +$21 0.01% 468
2022
Q2 		$81K Hold
19,000
– – 0.01% 462
2022
Q1 		$167K Hold
19,000
– – 0.01% 557
2021
Q4 		$186K Buy
+19,000
New +$186K 0.01% 525

Other funds holding SLI

KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Valeo Financial Advisors's SLI Position: Q4 2022 in Review

Valeo Financial Advisors sold out of Standard Lithium (SLI) in Q4 2022, closing a stake of 19,004 shares — an estimated $82K sold.

Valeo Financial Advisors first reported a position in SLI in Q4 2021 and held it in 4 quarters. The position peaked at $186K in Q4 2021. 89 funds tracked by Wall St. Rank hold SLI as of Q4 2022.

  • Valeo Financial Advisors reported no remaining Standard Lithium position as of Q4 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 19,004 Standard Lithium shares in Q4 2022, an estimated $82K.
  • Valeo Financial Advisors first reported a position in Standard Lithium in Q4 2021 and held it in 4 quarters.
  • Valeo Financial Advisors's Standard Lithium position peaked at $186K in Q4 2021.
  • 89 funds tracked by Wall St. Rank held Standard Lithium as of Q4 2022.

Based on Valeo Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.