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Valeo Financial Advisors’s Stoke Therapeutics STOK Stock Holding History

Valeo Financial Advisors’s Portfolio STOK Stock Details STOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-94
Closed -$4K – 1660
2021
Q1 		$4K Sell
94
-36
-28% -$2.05K ﹤0.01% 1645
2020
Q4 		$8K Hold
130
– – ﹤0.01% 1262
2020
Q3 		$4K Sell
130
-308
-70% -$8.79K ﹤0.01% 1315
2020
Q2 		$10K Hold
438
– – ﹤0.01% 1291
2020
Q1 		$9K Buy
438
+304
+227% +$7.51K ﹤0.01% 1142
2019
Q4 		$4K Hold
134
– – ﹤0.01% 1358
2019
Q3 		$3K Buy
+134
New +$3.74K ﹤0.01% 1332

Other funds holding STOK

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Stoke Therapeutics (STOK) in Q2 2021, closing a stake of 94 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in STOK in Q3 2019 and held it in 7 quarters. The position peaked at $10K in Q2 2020. 97 funds tracked by Wall St. Rank hold STOK as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Stoke Therapeutics position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 94 Stoke Therapeutics shares in Q2 2021, an estimated $4K.
  • Valeo Financial Advisors first reported a position in Stoke Therapeutics in Q3 2019 and held it in 7 quarters.
  • Valeo Financial Advisors's Stoke Therapeutics position peaked at $10K in Q2 2020.
  • 97 funds tracked by Wall St. Rank held Stoke Therapeutics as of Q2 2021.

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