VFA
WPS

Valeo Financial Advisors’s iShares International Developed Property ETF WPS Stock Holding History

Valeo Financial Advisors’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-34
Closed -$1K – 2211
2020
Q2 		$1K Hold
34
– – ﹤0.01% 1991
2020
Q1 		$1K Hold
34
– – ﹤0.01% 1748
2019
Q4 		$1K Hold
34
– – ﹤0.01% 1588
2019
Q3 		$1K Hold
34
– – ﹤0.01% 1510
2019
Q2 		$1K Buy
+34
New +$1.3K ﹤0.01% 1509

Other funds holding WPS

CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Valeo Financial Advisors's WPS Position: Q3 2020 in Review

Valeo Financial Advisors sold out of iShares International Developed Property ETF (WPS) in Q3 2020, closing a stake of 34 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in WPS in Q2 2019 and held it in 5 quarters. The position peaked at $1K in Q2 2020. 38 funds tracked by Wall St. Rank hold WPS as of Q3 2020.

  • Valeo Financial Advisors reported no remaining iShares International Developed Property ETF position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 34 iShares International Developed Property ETF shares in Q3 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in iShares International Developed Property ETF in Q2 2019 and held it in 5 quarters.
  • Valeo Financial Advisors's iShares International Developed Property ETF position peaked at $1K in Q2 2020.
  • 38 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.