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Valeo Financial Advisors’s Energous WATT Stock Holding History

Valeo Financial Advisors’s Portfolio WATT Stock Details WATT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Hold
0
– – – 1932
2019
Q4 		– Hold
0
– – – 1732
2019
Q3 		– Hold
0
– – – 1685
2019
Q2 		– Hold
0
– – – 1671
2019
Q1 		– Hold
0
– – – 1642
2018
Q4 		– Hold
0
– – – 1740
2018
Q3 		– Hold
0
– – – 1873
2018
Q2 		– Hold
0
– – – 1527
2018
Q1 		– Hold
0
– – – 1478
2017
Q4 		– Hold
0
– – – 1327

Other funds holding WATT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DAM
Doheny Asset Management Los Angeles, California $172M AUM 38.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return