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Valeo Financial Advisors’s Smith & Nephew SNN Stock Holding History

Valeo Financial Advisors’s Portfolio SNN Stock Details SNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-16
Closed -$1K – 1619
2021
Q1 		$1K Hold
16
– – ﹤0.01% 1934
2020
Q4 		$1K Buy
16
+1
+7% +$40 ﹤0.01% 1612
2020
Q3 		$1K Sell
15
-198
-93% -$7.97K ﹤0.01% 1521
2020
Q2 		$8K Buy
213
+107
+101% +$4.24K ﹤0.01% 1373
2020
Q1 		$4K Buy
106
+32
+43% +$1.42K ﹤0.01% 1371
2019
Q4 		$4K Hold
74
– – ﹤0.01% 1356
2019
Q3 		$4K Sell
74
-14
-16% -$644 ﹤0.01% 1270
2019
Q2 		$4K Hold
88
– – ﹤0.01% 1288
2019
Q1 		$4K Hold
88
– – ﹤0.01% 1251
2018
Q4 		$3K Sell
88
-423
-83% -$15.2K ﹤0.01% 1222
2018
Q3 		$17K Buy
511
+354
+225% +$12.8K ﹤0.01% 829
2018
Q2 		$6K Buy
157
+9
+6% +$334 ﹤0.01% 1104
2018
Q1 		$6K Hold
148
– – ﹤0.01% 1094
2017
Q4 		$5K Buy
148
+69
+87% +$2.51K ﹤0.01% 1027
2017
Q3 		$3K Buy
+79
New +$2.81K ﹤0.01% 973

Other funds holding SNN

NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Smith & Nephew (SNN) in Q2 2021, closing a stake of 16 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in SNN in Q3 2017 and held it in 15 quarters. The position peaked at $17K in Q3 2018. 230 funds tracked by Wall St. Rank hold SNN as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Smith & Nephew position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 16 Smith & Nephew shares in Q2 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Smith & Nephew in Q3 2017 and held it in 15 quarters.
  • Valeo Financial Advisors's Smith & Nephew position peaked at $17K in Q3 2018.
  • 230 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2021.

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