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Valeo Financial Advisors’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Valeo Financial Advisors’s Portfolio WIP Stock Details WIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-120
Closed -$7K – 2202
2020
Q4 		$7K Buy
+120
New +$6.71K ﹤0.01% 1296

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G
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFM
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
H
HoyleCohen San Diego, California $1.32B AUM 27.05% 1-Year Est. Return

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

Valeo Financial Advisors sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2021, closing a stake of 120 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in WIP in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 95 funds tracked by Wall St. Rank hold WIP as of Q1 2021.

  • Valeo Financial Advisors reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 120 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2021, an estimated $7K.
  • Valeo Financial Advisors first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $7K in Q4 2020.
  • 95 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2021.

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