Valeo Financial Advisors
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Valeo Financial Advisors’s SelectQuote SLQT Stock Holding History

Valeo Financial Advisors’s Portfolio SLQT Stock Details SLQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,000
Closed -$59K – 1606
2021
Q1 		$59K Buy
+2,000
New +$52.4K ﹤0.01% 804
2020
Q3 		– Sell
-389
Closed -$10K – 2072
2020
Q2 		$10K Buy
+389
New +$10.4K ﹤0.01% 1290

Other funds holding SLQT

BEP
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Valeo Financial Advisors sold out of SelectQuote (SLQT) in Q2 2021, closing a stake of 2,000 shares — an estimated $59K sold.

Valeo Financial Advisors first reported a position in SLQT in Q2 2020 and held it in 2 quarters. The position peaked at $59K in Q1 2021. 178 funds tracked by Wall St. Rank hold SLQT as of Q2 2021.

  • Valeo Financial Advisors reported no remaining SelectQuote position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,000 SelectQuote shares in Q2 2021, an estimated $59K.
  • Valeo Financial Advisors first reported a position in SelectQuote in Q2 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's SelectQuote position peaked at $59K in Q1 2021.
  • 178 funds tracked by Wall St. Rank held SelectQuote as of Q2 2021.

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