VFA
THS

Valeo Financial Advisors’s Treehouse Foods THS Stock Holding History

Valeo Financial Advisors’s Portfolio THS Stock Details THS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-500
Closed -$21K – 2184
2020
Q4 		$21K Buy
+500
New +$20.3K ﹤0.01% 1019

Other funds holding THS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valeo Financial Advisors's THS Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Treehouse Foods (THS) in Q1 2021, closing a stake of 500 shares — an estimated $21K sold.

Valeo Financial Advisors first reported a position in THS in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 256 funds tracked by Wall St. Rank hold THS as of Q1 2021.

  • Valeo Financial Advisors reported no remaining Treehouse Foods position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 500 Treehouse Foods shares in Q1 2021, an estimated $21K.
  • Valeo Financial Advisors first reported a position in Treehouse Foods in Q4 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Treehouse Foods position peaked at $21K in Q4 2020.
  • 256 funds tracked by Wall St. Rank held Treehouse Foods as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.