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Valeo Financial Advisors’s Varonis Systems VRNS Stock Holding History

Valeo Financial Advisors’s Portfolio VRNS Stock Details VRNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-54
Closed -$2K – 2180
2020
Q2 		$2K Sell
54
-420
-89% -$10.5K ﹤0.01% 1805
2020
Q1 		$10K Sell
474
-1,500
-76% -$39.3K ﹤0.01% 1111
2019
Q4 		$51K Sell
1,974
-132
-6% -$3.13K 0.01% 641
2019
Q3 		$42K Buy
2,106
+1,569
+292% +$34.9K ﹤0.01% 660
2019
Q2 		$11K Hold
537
– – ﹤0.01% 1008
2019
Q1 		$11K Buy
537
+18
+3% +$342 ﹤0.01% 947
2018
Q4 		$9K Sell
519
-9
-2% -$178 ﹤0.01% 920
2018
Q3 		$11K Buy
528
+492
+1,367% +$11.9K ﹤0.01% 948
2018
Q2 		$1K Hold
36
– – ﹤0.01% 1525
2018
Q1 		$1K Buy
36
+9
+33% +$167 ﹤0.01% 1476
2017
Q4 		$0 Hold
27
– – ﹤0.01% 1500
2017
Q3 		$0 Buy
+27
New +$349 ﹤0.01% 1228

Other funds holding VRNS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return