Valeo Financial Advisors, LLC Closed Holding Positions

Valeo Financial Advisors, LLC

  • $3.97 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SRG
Seritage Growth Properties

Real Estate
Q2 2021 Filed on Jul 22, 2021
2,600
$14.64 - $19.43 $38.1K - $50.5K
DBX
Dropbox, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
800
$24.44 - $30.45 $19.6K - $24.4K
EAF
Graftech International LTD

Industrials
Q2 2021 Filed on Jul 22, 2021
257
$11.34 - $13.87 $2.91K - $3.56K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
1,508
$70.91 - $76.88 $107K - $116K
JEF
Jefferies Financial Group Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
240
$29.36 - $34.22 $7.05K - $8.21K
Perspecta Inc Com
Q2 2021 Filed on Jul 22, 2021
115
N/A
CRIS
Curis Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
9
$7.45 - $16.27 $67.1 - $146
BHC
Bausch Health Companies Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
100
$27.43 - $32.7 $2.74K - $3.27K
URBN
Urban Outfitters Inc

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
5
$33.82 - $41.22 $169 - $206
HTHT
Huazhu Group LTD

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
157
$52.79 - $60.93 $8.29K - $9.57K
CDXS
Codexis, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
1,000
$17.48 - $25.46 $17.5K - $25.5K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
Q2 2021 Filed on Jul 22, 2021
28
$67.48 - $79.21 $1.89K - $2.22K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q2 2021 Filed on Jul 22, 2021
164
$56.02 - $60.85 $9.19K - $9.98K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q2 2021 Filed on Jul 22, 2021
13
$105.46 - $106.88 $1.37K - $1.39K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
Q2 2021 Filed on Jul 22, 2021
129
$19.06 - $20.89 $2.46K - $2.69K
EVF
Eaton Vance Senior Income Trust

Financial Services
Q2 2021 Filed on Jul 22, 2021
1,000
$6.61 - $6.8 $6.61K - $6.8K
EHC
Encompass Health Corp

Healthcare
Q2 2021 Filed on Jul 22, 2021
62
$62.08 - $70.52 $3.85K - $4.37K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q2 2021 Filed on Jul 22, 2021
330
$58.35 - $61.95 $19.3K - $20.4K
PPA
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Jul 22, 2021
251
$72.89 - $77.5 $18.3K - $19.5K
PSI
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Jul 22, 2021
1,340
$36.27 - $43.03 $48.6K - $57.7K
Hms Hldgs Corp Com
Q2 2021 Filed on Jul 22, 2021
16
N/A
DRD
Drdgold LTD

Basic Materials
Q2 2021 Filed on Jul 22, 2021
2
$9.6 - $13.16 $19.2 - $26.3
POST
Post Holdings, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
36
$69.35 - $76.83 $2.5K - $2.77K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
468
$17.52 - $33.09 $8.2K - $15.5K
MAA
Mid America Apartment Communities Inc.

Real Estate
Q2 2021 Filed on Jul 22, 2021
1
$146.42 - $171.59 $146 - $172
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q2 2021 Filed on Jul 22, 2021
4,718
$31.92 - $32.9 $151K - $155K
Renewable Energy Group Inc Com New
Q2 2021 Filed on Jul 22, 2021
3
N/A
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
Q2 2021 Filed on Jul 22, 2021
4
$87.54 - $106.58 $350 - $426
BKH
Black Hills Corp

Utilities
Q2 2021 Filed on Jul 22, 2021
70
$65.25 - $71.09 $4.57K - $4.98K
NID
Nuveen Intermediate Duration Municipal Term Fund

Financial Services
Q2 2021 Filed on Jul 22, 2021
1,500
$14.09 - $14.98 $21.1K - $22.5K
CWT
California Water Service Group

Utilities
Q2 2021 Filed on Jul 22, 2021
144
$55.26 - $61.35 $7.96K - $8.83K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q2 2021 Filed on Jul 22, 2021
2,494
$30.6 - $30.67 $76.3K - $76.5K
NICE
Nice Ltd.

Technology
Q2 2021 Filed on Jul 22, 2021
246
$214.35 - $247.56 $52.7K - $60.9K
PID
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Jul 22, 2021
340
$16.86 - $18.48 $5.73K - $6.28K
INT
World Fuel Services Corp

Energy
Q2 2021 Filed on Jul 22, 2021
42
$30.73 - $36.62 $1.29K - $1.54K
New Oriental Adr
Q2 2021 Filed on Jul 22, 2021
40
N/A
Gw Pharmaceuticals PLC Ads
Q2 2021 Filed on Jul 22, 2021
687
N/A
DGX
Quest Diagnostics Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
318
$126.66 - $141.48 $40.3K - $45K
Mallinckrodt Pub LTD CO Shs
Q2 2021 Filed on Jul 22, 2021
2,268
N/A
DHS
Wisdomtree Tr U.S

ETFs
Q2 2021 Filed on Jul 22, 2021
955
$76.59 - $80.99 $73.1K - $77.3K
Eros Stx Global Corporation Shs New
Q2 2021 Filed on Jul 22, 2021
689
N/A
Invesco Bulletshares 2021 Corporate Bond ETF
Q2 2021 Filed on Jul 22, 2021
1,669
N/A
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2021 Filed on Jul 22, 2021
1,174
$21.59 - $21.67 $25.3K - $25.4K
ATHM
Autohome Inc.

Communication Services
Q2 2021 Filed on Jul 22, 2021
89
$62.37 - $96.85 $5.55K - $8.62K
DBD
Diebold Nixdorf, Inc

Technology
Q2 2021 Filed on Jul 22, 2021
984
$12.09 - $15.4 $11.9K - $15.2K
DBP
Invesco Db Precious Metals Fund

ETFs
Q2 2021 Filed on Jul 22, 2021
50
$47.93 - $53.25 $2.4K - $2.66K
PCF
High Income Securities Fund

Financial Services
Q2 2021 Filed on Jul 22, 2021
796
$8.79 - $9.95 $7K - $7.92K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q2 2021 Filed on Jul 22, 2021
365
$129.78 - $131.28 $47.4K - $47.9K
BBBY
Bed Bath & Beyond Inc

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
40
$23.32 - $44.19 $933 - $1.77K
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