VFA
ZIXI

Valeo Financial Advisors’s Zix Corporation ZIXI Stock Holding History

Valeo Financial Advisors’s Portfolio ZIXI Stock Details ZIXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,240
Closed -$10K – 1801
2018
Q1 		$10K Hold
2,240
– – ﹤0.01% 937
2017
Q4 		$10K Buy
+2,240
New +$10.5K ﹤0.01% 846

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Valeo Financial Advisors's ZIXI Position: Q2 2018 in Review

Valeo Financial Advisors sold out of Zix Corporation (ZIXI) in Q2 2018, closing a stake of 2,240 shares — an estimated $10K sold.

Valeo Financial Advisors first reported a position in ZIXI in Q4 2017 and held it in 2 quarters. The position peaked at $10K in Q1 2018. 125 funds tracked by Wall St. Rank hold ZIXI as of Q2 2018.

  • Valeo Financial Advisors reported no remaining Zix Corporation position as of Q2 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,240 Zix Corporation shares in Q2 2018, an estimated $10K.
  • Valeo Financial Advisors first reported a position in Zix Corporation in Q4 2017 and held it in 2 quarters.
  • Valeo Financial Advisors's Zix Corporation position peaked at $10K in Q1 2018.
  • 125 funds tracked by Wall St. Rank held Zix Corporation as of Q2 2018.

Based on Valeo Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.