Valeo Financial Advisors’s Trinseo TSE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-500	Closed	-$26K	–	2188
2020 Q4	$26K	Buy	+500	New	+$19.1K	﹤0.01%	966
2020 Q3	–	Sell	-39	Closed	-$1K	–	2125
2020 Q2	$1K	Hold	39	–	–	﹤0.01%	1966
2020 Q1	$1K	Hold	39	–	–	﹤0.01%	1721
2019 Q4	$1K	Hold	39	–	–	﹤0.01%	1577
2019 Q3	$2K	Hold	39	–	–	﹤0.01%	1413
2019 Q2	$2K	Hold	39	–	–	﹤0.01%	1435
2019 Q1	$2K	Buy	39 +2	+5%	+$97	﹤0.01%	1394
2018 Q4	$2K	Sell	37 -42	-53%	-$2.28K	﹤0.01%	1325
2018 Q3	$4K	Buy	79 +42	+114%	+$3.15K	﹤0.01%	1297
2018 Q2	$3K	Hold	37	–	–	﹤0.01%	1287
2018 Q1	$3K	Buy	37 +10	+37%	+$788	﹤0.01%	1278
2017 Q4	$2K	Buy	+27	New	+$1.93K	﹤0.01%	1218

Other funds holding TSE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Trinseo (TSE) in Q1 2021, closing a stake of 500 shares — an estimated $26K sold.

Valeo Financial Advisors first reported a position in TSE in Q4 2017 and held it in 12 quarters. The position peaked at $26K in Q4 2020. 208 funds tracked by Wall St. Rank hold TSE as of Q1 2021.

Valeo Financial Advisors reported no remaining Trinseo position as of Q1 2021 after selling out during the quarter.
Valeo Financial Advisors sold 500 Trinseo shares in Q1 2021, an estimated $26K.
Valeo Financial Advisors first reported a position in Trinseo in Q4 2017 and held it in 12 quarters.
Valeo Financial Advisors's Trinseo position peaked at $26K in Q4 2020.
208 funds tracked by Wall St. Rank held Trinseo as of Q1 2021.

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