Valeo Financial Advisors’s GeneDx Holdings WGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-15	Closed	-$7K	–	1828
2021 Q1	$7K	Buy	+15	New	+$7.8K	﹤0.01%	1478

Other funds holding WGS

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

SB Management Abu Dhabi, United Arab Emirates $516M AUM 40.71% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

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

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Valeo Financial Advisors sold out of GeneDx Holdings (WGS) in Q2 2021, closing a stake of 15 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in WGS in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 67 funds tracked by Wall St. Rank hold WGS as of Q2 2021.

Valeo Financial Advisors reported no remaining GeneDx Holdings position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 15 GeneDx Holdings shares in Q2 2021, an estimated $7K.
Valeo Financial Advisors first reported a position in GeneDx Holdings in Q1 2021 and held it in 1 quarter.
Valeo Financial Advisors's GeneDx Holdings position peaked at $7K in Q1 2021.
67 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2021.

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