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Valeo Financial Advisors’s Schneider National SNDR Stock Holding History

Valeo Financial Advisors’s Portfolio SNDR Stock Details SNDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-583
Closed -$15K – 1616
2021
Q1 		$15K Hold
583
– – ﹤0.01% 1259
2020
Q4 		$12K Hold
583
– – ﹤0.01% 1156
2020
Q3 		$14K Buy
+583
New +$15.1K ﹤0.01% 1010

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PJSIMP
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Valeo Financial Advisors's SNDR Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Schneider National (SNDR) in Q2 2021, closing a stake of 583 shares — an estimated $15K sold.

Valeo Financial Advisors first reported a position in SNDR in Q3 2020 and held it in 3 quarters. The position peaked at $15K in Q1 2021. 210 funds tracked by Wall St. Rank hold SNDR as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Schneider National position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 583 Schneider National shares in Q2 2021, an estimated $15K.
  • Valeo Financial Advisors first reported a position in Schneider National in Q3 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's Schneider National position peaked at $15K in Q1 2021.
  • 210 funds tracked by Wall St. Rank held Schneider National as of Q2 2021.

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