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Valeo Financial Advisors’s Wrap Technologies WRAP Stock Holding History

Valeo Financial Advisors’s Portfolio WRAP Stock Details WRAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-7,000
Closed -$73K – 2172
2020
Q2 		$73K Buy
+7,000
New +$41.9K 0.01% 603

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Lord, Abbett & Co
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Susquehanna International Group
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US Bancorp
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Wells Fargo
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SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
Mitchell Capital Management Leawood, Kansas $545M AUM 46.33% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Wrap Technologies (WRAP) in Q3 2020, closing a stake of 7,000 shares — an estimated $73K sold.

Valeo Financial Advisors first reported a position in WRAP in Q2 2020 and held it in 1 quarter. The position peaked at $73K in Q2 2020. 80 funds tracked by Wall St. Rank hold WRAP as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Wrap Technologies position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 7,000 Wrap Technologies shares in Q3 2020, an estimated $73K.
  • Valeo Financial Advisors first reported a position in Wrap Technologies in Q2 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Wrap Technologies position peaked at $73K in Q2 2020.
  • 80 funds tracked by Wall St. Rank held Wrap Technologies as of Q3 2020.

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