VFA
SPR

Valeo Financial Advisors’s Spirit AeroSystems SPR Stock Holding History

Valeo Financial Advisors’s Portfolio SPR Stock Details SPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-150
Closed -$7K – 1638
2021
Q1 		$7K Sell
150
-150
-50% -$6.42K ﹤0.01% 1473
2020
Q4 		$12K Buy
+300
New +$8.6K ﹤0.01% 1157
2020
Q3 		– Sell
-52
Closed -$1K – 2081
2020
Q2 		$1K Hold
52
– – ﹤0.01% 1952
2020
Q1 		$1K Sell
52
-375
-88% -$20.7K ﹤0.01% 1709
2019
Q4 		$31K Buy
427
+401
+1,542% +$33.1K ﹤0.01% 808
2019
Q3 		$2K Hold
26
– – ﹤0.01% 1409
2019
Q2 		$2K Sell
26
-20
-43% -$1.69K ﹤0.01% 1428
2019
Q1 		$4K Buy
46
+2
+5% +$177 ﹤0.01% 1252
2018
Q4 		$3K Sell
44
-12
-21% -$973 ﹤0.01% 1225
2018
Q3 		$5K Buy
56
+20
+56% +$1.76K ﹤0.01% 1226
2018
Q2 		$3K Sell
36
-32
-47% -$2.69K ﹤0.01% 1280
2018
Q1 		$6K Buy
68
+2
+3% +$183 ﹤0.01% 1096
2017
Q4 		$6K Buy
66
+3
+5% +$246 ﹤0.01% 981
2017
Q3 		$5K Buy
+63
New +$4.36K ﹤0.01% 883

Other funds holding SPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Spirit AeroSystems (SPR) in Q2 2021, closing a stake of 150 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in SPR in Q3 2017 and held it in 14 quarters. The position peaked at $31K in Q4 2019. 314 funds tracked by Wall St. Rank hold SPR as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Spirit AeroSystems position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 150 Spirit AeroSystems shares in Q2 2021, an estimated $7K.
  • Valeo Financial Advisors first reported a position in Spirit AeroSystems in Q3 2017 and held it in 14 quarters.
  • Valeo Financial Advisors's Spirit AeroSystems position peaked at $31K in Q4 2019.
  • 314 funds tracked by Wall St. Rank held Spirit AeroSystems as of Q2 2021.

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