Valeo Financial Advisors, LLC Closed Holding Positions

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PNW
Pinnacle West Capital Corp

Utilities
Q2 2021 Filed on Jul 22, 2021
10
$81.05 - $88.12 $811 - $881
PTEN
Patterson Uti Energy Inc

Energy
Q2 2021 Filed on Jul 22, 2021
250
$6.24 - $10.97 $1.56K - $2.74K
CXW
Core Civic, Inc.

Real Estate
Q2 2021 Filed on Jul 22, 2021
211
$7.26 - $11.98 $1.53K - $2.53K
SSNC
Ss&C Technologies Holdings Inc

Technology
Q2 2021 Filed on Jul 22, 2021
4
$71.01 - $74.97 $284 - $300
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
108
$43.19 - $48.77 $4.66K - $5.27K
Jpmorgan Betabuilders Europe ETF
Q2 2021 Filed on Jul 22, 2021
107
N/A
Jpmorgan Betabuilders Japan ETF
Q2 2021 Filed on Jul 22, 2021
150
N/A
Jpmorgan Betabuilders Canada ETF
Q2 2021 Filed on Jul 22, 2021
57
N/A
Jpmorgan Betabuilders Developed Asia Ex Japan ETF
Q2 2021 Filed on Jul 22, 2021
51
N/A
ELAN
Elanco Animal Health Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
255
$28.76 - $35.98 $7.33K - $9.17K
FTCH
Farfetch LTD

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
441
$37.24 - $53.56 $16.4K - $23.6K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
485
$4.96 - $8.67 $2.41K - $4.2K
H
Hyatt Hotels Corp

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
79
$75.34 - $86.12 $5.95K - $6.8K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q2 2021 Filed on Jul 22, 2021
155
$30.66 - $32.17 $4.75K - $4.99K
REG
Regency Centers Corp

Real Estate
Q2 2021 Filed on Jul 22, 2021
10
$57.28 - $68.2 $573 - $682
USCR
U.S. Concrete, Inc.

Basic Materials
Q2 2021 Filed on Jul 22, 2021
100
N/A
IHD
Voya Emerging Markets High Dividend Equity Fund

Financial Services
Q2 2021 Filed on Jul 22, 2021
490
$7.77 - $8.66 $3.81K - $4.24K
ASGN
Asgn Inc

Technology
Q2 2021 Filed on Jul 22, 2021
5
$93.18 - $109.4 $466 - $547
ACHC
Acadia Healthcare Company, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
700
$56.8 - $67.8 $39.8K - $47.5K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
8
$38.65 - $45.58 $309 - $365
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
Q2 2021 Filed on Jul 22, 2021
234
$10.35 - $11.33 $2.42K - $2.65K
LPLA
Lpl Financial Holdings Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
68
$134.61 - $156.7 $9.15K - $10.7K
WEX
Wex Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
100
$187.76 - $229.02 $18.8K - $22.9K
FL
Foot Locker, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
8
$55.48 - $65.82 $444 - $527
PBF
Pbf Energy Inc.

Energy
Q2 2021 Filed on Jul 22, 2021
42
$12.44 - $18.38 $522 - $772
CHD
Church & Dwight CO Inc

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
95
$83.05 - $89.89 $7.89K - $8.54K
CRTO
Criteo S.A.

Communication Services
Q2 2021 Filed on Jul 22, 2021
150
$35.19 - $45.45 $5.28K - $6.82K
COUP
Coupa Software Inc

Technology
Q2 2021 Filed on Jul 22, 2021
293
$217.36 - $279.31 $63.7K - $81.8K
Invesco Bulletshares 2021 High Yield Corporate Bond ETF
Q2 2021 Filed on Jul 22, 2021
32
N/A
BSJM
Invesco Et Self Idxd Fd Tr Bul
Q2 2021 Filed on Jul 22, 2021
4,045
N/A
W
Wayfair Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
30
$270.97 - $339.15 $8.13K - $10.2K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
Q2 2021 Filed on Jul 22, 2021
1,200
$39.67 - $46.99 $47.6K - $56.4K
ABMD
Abiomed Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
65
$262.71 - $351.17 $17.1K - $22.8K
AMRN
Amarin Corp Plcuk

Healthcare
Q2 2021 Filed on Jul 22, 2021
333
$4.26 - $6.5 $1.42K - $2.16K
HP
Helmerich & Payne, Inc.

Energy
Q2 2021 Filed on Jul 22, 2021
10
$25.26 - $34.79 $253 - $348
LFUS
Littelfuse Inc

Technology
Q2 2021 Filed on Jul 22, 2021
9
$239.01 - $278.77 $2.15K - $2.51K
LMNX
Luminex Corporation

Healthcare
Q2 2021 Filed on Jul 22, 2021
92
N/A
NUVA
Nuvasive Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
625
$64.02 - $71.72 $40K - $44.8K
XT
Ishares Tr Exponential Technol

ETFs
Q2 2021 Filed on Jul 22, 2021
1,337
$58.68 - $63.51 $78.5K - $84.9K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
Q2 2021 Filed on Jul 22, 2021
194
$26.57 - $29.57 $5.15K - $5.74K
NVTA
Invitae Corp

Healthcare
Q2 2021 Filed on Jul 22, 2021
4,626
$26.09 - $40.4 $121K - $187K
NVCR
Novo Cure LTD

Healthcare
Q2 2021 Filed on Jul 22, 2021
60
$130.4 - $225.58 $7.82K - $13.5K
UHS
Universal Health Services Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
15
$134.4 - $160.6 $2.02K - $2.41K
SILV
Silver Crest Metals Inc.

Basic Materials
Q2 2021 Filed on Jul 22, 2021
1,500
$8.3 - $10.31 $12.5K - $15.5K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
Q2 2021 Filed on Jul 22, 2021
1,210
$39.89 - $42.66 $48.3K - $51.6K
TRI
Thomson Reuters Corp

Industrials
Q2 2021 Filed on Jul 22, 2021
90
$89.59 - $99.32 $8.06K - $8.94K
ZUO
Zuora Inc

Technology
Q2 2021 Filed on Jul 22, 2021
39
$14.43 - $18.38 $563 - $717
SMAR
Smartsheet Inc

Technology
Q2 2021 Filed on Jul 22, 2021
1,000
$52.16 - $73.89 $52.2K - $73.9K
IOO
Ishares Tr Global 100 ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
652
$66.68 - $71.07 $43.5K - $46.3K
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