Valeo Financial Advisors’s TripAdvisor TRIP Stock Holding History

Valeo Financial Advisors’s Portfolio TRIP Stock Details TRIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,200	Closed	-$65K	–	1713
2021 Q1	$65K	Buy	+1,200	New	+$51.5K	﹤0.01%	763
2018 Q2	–	Sell	-621	Closed	-$25K	–	1750
2018 Q1	$25K	Sell	621 -479	-44%	-$18.7K	﹤0.01%	660
2017 Q4	$38K	Hold	1,100	–	–	0.01%	528
2017 Q3	$45K	Buy	+1,100	New	+$44.7K	0.01%	419

Other funds holding TRIP

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCMI

Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return

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

Valeo Financial Advisors sold out of TripAdvisor (TRIP) in Q2 2021, closing a stake of 1,200 shares — an estimated $65K sold.

Valeo Financial Advisors first reported a position in TRIP in Q3 2017 and held it in 4 quarters. The position peaked at $65K in Q1 2021. 315 funds tracked by Wall St. Rank hold TRIP as of Q2 2021.

Valeo Financial Advisors reported no remaining TripAdvisor position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,200 TripAdvisor shares in Q2 2021, an estimated $65K.
Valeo Financial Advisors first reported a position in TripAdvisor in Q3 2017 and held it in 4 quarters.
Valeo Financial Advisors's TripAdvisor position peaked at $65K in Q1 2021.
315 funds tracked by Wall St. Rank held TripAdvisor as of Q2 2021.

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