Valeo Financial Advisors
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Valeo Financial Advisors’s Sprout Social SPT Stock Holding History

Valeo Financial Advisors’s Portfolio SPT Stock Details SPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-96
Closed -$6K – 1640
2021
Q1 		$6K Sell
96
-54
-36% -$3.38K ﹤0.01% 1525
2020
Q4 		$7K Hold
150
– – ﹤0.01% 1292
2020
Q3 		$6K Buy
+150
New +$4.76K ﹤0.01% 1221
2020
Q2 		– Sell
-500
Closed -$7K – 2148
2020
Q1 		$7K Buy
+500
New +$9.12K ﹤0.01% 1224

Other funds holding SPT

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fred Alger Management
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Sprout Social (SPT) in Q2 2021, closing a stake of 96 shares — an estimated $6K sold.

Valeo Financial Advisors first reported a position in SPT in Q1 2020 and held it in 4 quarters. The position peaked at $7K in Q4 2020. 253 funds tracked by Wall St. Rank hold SPT as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Sprout Social position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 96 Sprout Social shares in Q2 2021, an estimated $6K.
  • Valeo Financial Advisors first reported a position in Sprout Social in Q1 2020 and held it in 4 quarters.
  • Valeo Financial Advisors's Sprout Social position peaked at $7K in Q4 2020.
  • 253 funds tracked by Wall St. Rank held Sprout Social as of Q2 2021.

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