Valeo Financial Advisors’s Washington Prime Group Inc. WPG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-2,777	Closed	-$18K	–	2272
2020 Q4	$18K	Sell	2,777 -1	-0%	-$7	﹤0.01%	1060
2020 Q3	$16K	Sell	2,778 -13,644	-83%	-$87.1K	﹤0.01%	974
2020 Q2	$124K	Hold	16,422	–	–	0.01%	442
2020 Q1	$148K	Sell	16,422 -50,500	-75%	-$1.19M	0.02%	347
2019 Q4	$2.19M	Buy	66,922 +52,555	+366%	+$1.91M	0.21%	78
2019 Q3	$535K	Sell	14,367 -31,611	-69%	-$1.04M	0.06%	167
2019 Q2	$1.58M	Sell	45,978 -3	-0%	-$123	0.18%	84
2019 Q1	$2.34M	Buy	45,981 +2,945	+7%	+$144K	0.28%	60
2018 Q4	$1.88M	Buy	43,036 +23,355	+119%	+$1.31M	0.26%	62
2018 Q3	$1.16M	Buy	19,681 +57	+0.3%	+$3.94K	0.16%	102
2018 Q2	$1.3M	Buy	19,624 +3,000	+18%	+$194K	0.18%	92
2018 Q1	$998K	Buy	16,624 +333	+2%	+$19.5K	0.16%	102
2017 Q4	$1.04M	Buy	16,291 +4,138	+34%	+$281K	0.17%	99
2017 Q3	$911K	Buy	+12,153	New	+$943K	0.21%	94

Other funds holding WPG

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

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

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

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

Valeo Financial Advisors sold out of Washington Prime Group Inc. (WPG) in Q1 2021, closing a stake of 2,777 shares — an estimated $18K sold.

Valeo Financial Advisors first reported a position in WPG in Q3 2017 and held it in 14 quarters. The position peaked at $2.34M in Q1 2019. 108 funds tracked by Wall St. Rank hold WPG as of Q1 2021.

Valeo Financial Advisors reported no remaining Washington Prime Group Inc. position as of Q1 2021 after selling out during the quarter.
Valeo Financial Advisors sold 2,777 Washington Prime Group Inc. shares in Q1 2021, an estimated $18K.
Valeo Financial Advisors first reported a position in Washington Prime Group Inc. in Q3 2017 and held it in 14 quarters.
Valeo Financial Advisors's Washington Prime Group Inc. position peaked at $2.34M in Q1 2019.
108 funds tracked by Wall St. Rank held Washington Prime Group Inc. as of Q1 2021.

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