Valeo Financial Advisors, LLC Closed Holding Positions

Valeo Financial Advisors, LLC

  • $4.33 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
LYV
Live Nation Entertainment, Inc.

Communication Services
Q2 2021 Filed on Jul 22, 2021
1,580
$75.12 - $92.6 $119K - $146K
EWC
Ishares Msci Canada ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
114
$34.48 - $38.22 $3.93K - $4.36K
IONS
Ionis Pharmaceuticals Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
102
$34.54 - $47.25 $3.52K - $4.82K
FXU
First Tr Exchange Traded Fd Ut

ETFs
Q2 2021 Filed on Jul 22, 2021
177
$29.81 - $31.46 $5.28K - $5.57K
Seagate Technology
Q2 2021 Filed on Jul 22, 2021
317
N/A
CMA
Comerica Inc

Financial Services
Q2 2021 Filed on Jul 22, 2021
1,709
$67.3 - $79.65 $115K - $136K
IGRO
Ishares Tr International Divid

ETFs
Q2 2021 Filed on Jul 22, 2021
155
$65.51 - $69.69 $10.2K - $10.8K
Navistar Intl Corp New Com
Q2 2021 Filed on Jul 22, 2021
400
N/A
ACIW
Aci Worldwide, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
13
$37.14 - $40.68 $483 - $529
LGFB
Lions Gate Entmt Corp Cl B Non
Q2 2021 Filed on Jul 22, 2021
61
N/A
WBK
Westpac Banking Corporation

Financial Services
Q2 2021 Filed on Jul 22, 2021
56
N/A
BLDP
Ballard Power Systems Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
30
$13.83 - $24.77 $415 - $743
PDT
John Hancock Premium Dividend Fund

Financial Services
Q2 2021 Filed on Jul 22, 2021
481
$14.95 - $17.37 $7.19K - $8.35K
INFY
Infosys LTD

Technology
Q2 2021 Filed on Jul 22, 2021
202
$17.31 - $21.45 $3.5K - $4.33K
EYE
National Vision Holdings, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
3,274
$45.18 - $52.11 $148K - $171K
AOS
Smith A O Corp

Industrials
Q2 2021 Filed on Jul 22, 2021
40
$66.05 - $72.25 $2.64K - $2.89K
KT
Kt Corp

Communication Services
Q2 2021 Filed on Jul 22, 2021
4,223
$12.28 - $15.31 $51.9K - $64.7K
ST
Sensata Technologies Holding PLC

Technology
Q2 2021 Filed on Jul 22, 2021
34
$54.36 - $60.97 $1.85K - $2.07K
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q2 2021 Filed on Jul 22, 2021
307
$40.16 - $43.04 $12.3K - $13.2K
ACCO
Acco Brands Corp

Industrials
Q2 2021 Filed on Jul 22, 2021
912
$8.3 - $9.68 $7.57K - $8.83K
ITUB
Itau Unibanco Holding S.A.

Financial Services
Q2 2021 Filed on Jul 22, 2021
271
$3.88 - $5.39 $1.05K - $1.46K
Global X Fds Global X Ftse Norway30 Et
Q2 2021 Filed on Jul 22, 2021
281
N/A
TER
Teradyne, Inc

Technology
Q2 2021 Filed on Jul 22, 2021
1,744
$114.6 - $134.31 $200K - $234K
CORP
Pimco Investment Grade Corp Bd

ETFs
Q2 2021 Filed on Jul 22, 2021
121
$111.59 - $114.49 $13.5K - $13.9K
SCS
Steelcase Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
946
$13.73 - $15.22 $13K - $14.4K
RCI
Rogers Communications Inc

Communication Services
Q2 2021 Filed on Jul 22, 2021
79
$46.89 - $53.14 $3.7K - $4.2K
GPI
Group 1 Automotive Inc

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
58
$144.03 - $174.9 $8.35K - $10.1K
LKFN
Lakeland Financial Corp

Financial Services
Q2 2021 Filed on Jul 22, 2021
32
$59.32 - $69.64 $1.9K - $2.23K
LSTR
Landstar System Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
15
$154.99 - $180.52 $2.32K - $2.71K
EEMV
Ishares Msci Emerging Markets

ETFs
Q2 2021 Filed on Jul 22, 2021
954
$61.85 - $65.64 $59K - $62.6K
IMGN
Immuno Gen, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
120
$5.79 - $8.6 $695 - $1.03K
WEN
Wendy'S CO

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
1,287
$20.73 - $28.87 $26.7K - $37.2K
PBA
Pembina Pipeline Corp

Energy
Q2 2021 Filed on Jul 22, 2021
159
$29.08 - $33.82 $4.62K - $5.38K
IRM
Iron Mountain Inc

Real Estate
Q2 2021 Filed on Jul 22, 2021
720
$37.3 - $47.02 $26.9K - $33.9K
CHUY
Chuy'S Holdings, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
7
$36.25 - $48.86 $254 - $342
KCE
Spdr S&P Capital Markets ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
46
$86.23 - $94.58 $3.97K - $4.35K
AMBA
Ambarella Inc

Technology
Q2 2021 Filed on Jul 22, 2021
74
$84.23 - $107.37 $6.23K - $7.95K
CSQ
Calamos Strategic Total Return Fund

Financial Services
Q2 2021 Filed on Jul 22, 2021
1,306
$16.55 - $18.36 $21.6K - $24K
RY
Royal Bank Of Canada

Financial Services
Q2 2021 Filed on Jul 22, 2021
83
$92.37 - $104.67 $7.67K - $8.69K
SNPTY
China Petro&Chem Ads (100 Ord)
Q2 2021 Filed on Jul 22, 2021
691
N/A
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q2 2021 Filed on Jul 22, 2021
835
$48.97 - $60.2 $40.9K - $50.3K
TU
Telus Corp

Communication Services
Q2 2021 Filed on Jul 22, 2021
149
$20.23 - $23.23 $3.01K - $3.46K
SRLN
Ssga Active Trust

ETFs
Q2 2021 Filed on Jul 22, 2021
96
$45.68 - $46.29 $4.39K - $4.44K
QDF
Flexshares Quality Dividend In

ETFs
Q2 2021 Filed on Jul 22, 2021
120
$53.79 - $56.69 $6.45K - $6.8K
CTXS
Citrix Systems Inc

Technology
Q2 2021 Filed on Jul 22, 2021
101
$113.34 - $142.77 $11.4K - $14.4K
EPZM
Epizyme, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
5
$6.81 - $9.71 $34.1 - $48.6
FTSL
First Trust Senior Ln Fund

ETFs
Q2 2021 Filed on Jul 22, 2021
277
$47.79 - $48.2 $13.2K - $13.4K
DWM
Wisdomtree Tr

ETFs
Q2 2021 Filed on Jul 22, 2021
156
$53.08 - $56.66 $8.28K - $8.84K
IYK
Ishares U.S. Consumer Staples

ETFs
Q2 2021 Filed on Jul 22, 2021
255
$175.59 - $184.13 $44.8K - $47K
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