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
UIS
Unisys Corp

Technology
Q2 2021 Filed on Jul 22, 2021
20
$23.69 - $28.15 $474 - $563
FSTA
Fidelity Covington Tr Msci Con

ETFs
Q2 2021 Filed on Jul 22, 2021
1,568
$41.47 - $43.59 $65K - $68.3K
HACK
Etgmg Prime Cyber Security ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
200
$54.96 - $61.83 $11K - $12.4K
Aphria Inc Com
Q2 2021 Filed on Jul 22, 2021
5,110
N/A
VVR
Invesco Senior Income Trust

Financial Services
Q2 2021 Filed on Jul 22, 2021
2,263
$4.19 - $4.47 $9.48K - $10.1K
CORT
Corcept Therapeutics Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
1,779
$19.97 - $24.43 $35.5K - $43.5K
DAN
Dana Inc

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
2,502
$22.96 - $28.01 $57.4K - $70.1K
COLD
Americold Realty Trust

Real Estate
Q2 2021 Filed on Jul 22, 2021
82
$37.29 - $40.39 $3.06K - $3.31K
GH
Guardant Health, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
1,702
$109.77 - $165.68 $187K - $282K
ESTC
Elastic N.V.

Technology
Q2 2021 Filed on Jul 22, 2021
240
$103.0 - $148.94 $24.7K - $35.7K
LTHM
Livent Corp.

Basic Materials
Q2 2021 Filed on Jul 22, 2021
246
$16.4 - $21.17 $4.03K - $5.21K
REZI
Resideo Technologies, Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
807
$26.68 - $32.62 $21.5K - $26.3K
OPI
Office Properties Income Trust

Real Estate
Q2 2021 Filed on Jul 22, 2021
675
$26.36 - $31.35 $17.8K - $21.2K
SCHO
Schwab Short Term Us Treasury

ETFs
Q2 2021 Filed on Jul 22, 2021
100
$51.19 - $51.33 $5.12K - $5.13K
BCLI
Brainstorm Cell Therapeutics Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
1,457
$3.01 - $4.01 $4.39K - $5.84K
GIB
Cgi Inc

Technology
Q2 2021 Filed on Jul 22, 2021
464
$84.18 - $91.89 $39.1K - $42.6K
MORN
Morningstar, Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
20
$231.0 - $265.21 $4.62K - $5.3K
BFA
Brown Forman Corp Cl A
Q2 2021 Filed on Jul 22, 2021
495
N/A
WKHS
Workhorse Group Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
775
$7.48 - $17.2 $5.8K - $13.3K
Regulus Therapeutics Inc Com New
Q2 2021 Filed on Jul 22, 2021
4,225
N/A
SNV
Synovus Financial Corp

Financial Services
Q2 2021 Filed on Jul 22, 2021
1,556
$42.77 - $49.82 $66.6K - $77.5K
VCYT
Veracyte, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
497
$32.94 - $56.62 $16.4K - $28.1K
MASI
Masimo Corp

Healthcare
Q2 2021 Filed on Jul 22, 2021
38
$208.49 - $248.2 $7.92K - $9.43K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
Q2 2021 Filed on Jul 22, 2021
2,465
$49.77 - $52.97 $123K - $131K
Mobile Telesystems Pjsc Sponsored Adr
Q2 2021 Filed on Jul 22, 2021
300
N/A
ACAD
Acadia Pharmaceuticals Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
231
$19.4 - $27.42 $4.48K - $6.33K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q2 2021 Filed on Jul 22, 2021
538
$38.15 - $40.6 $20.5K - $21.8K
FSM
Fortuna Silver Mines Inc

Basic Materials
Q2 2021 Filed on Jul 22, 2021
1,900
$5.39 - $7.96 $10.2K - $15.1K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
47,229
$56.86 - $65.34 $2.69M - $3.09M
NSP
Insperity, Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
25
$82.94 - $94.51 $2.07K - $2.36K
Micro Focus Intl PLC Spon Adr New
Q2 2021 Filed on Jul 22, 2021
88
N/A
Hexo Corp Com New
Q2 2021 Filed on Jul 22, 2021
50
N/A
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q2 2021 Filed on Jul 22, 2021
157
$50.71 - $50.77 $7.96K - $7.97K
BAND
Bandwidth Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
750
$108.85 - $141.11 $81.6K - $106K
NMRK
Newmark Group, Inc.

Real Estate
Q2 2021 Filed on Jul 22, 2021
75
$10.37 - $13.46 $778 - $1.01K
FOLD
Amicus Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
357
$8.71 - $10.72 $3.11K - $3.83K
AXNX
Axonics, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
1,801
$51.39 - $66.9 $92.6K - $120K
BNO
United States Brent Oil Fund, LP

ETFs
Q2 2021 Filed on Jul 22, 2021
151
$15.71 - $19.41 $2.37K - $2.93K
IIVI
Ii Vi Inc

Technology
Q2 2021 Filed on Jul 22, 2021
14
$59.91 - $81.67 $839 - $1.14K
FAS
Direxion Daily Financial Bull

ETFs
Q2 2021 Filed on Jul 22, 2021
750
$93.99 - $125.29 $70.5K - $94K
FUN
Cedar Fair L P

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
100
$44.78 - $50.36 $4.48K - $5.04K
ABM
Abm Industries Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
2,116
$44.08 - $53.52 $93.3K - $113K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2021 Filed on Jul 22, 2021
1,206
$42.87 - $46.35 $51.7K - $55.9K
KBE
Spdr S&P Bank ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
1,675
$49.93 - $55.46 $83.6K - $92.9K
DX
Dynex Capital Inc

Real Estate
Q2 2021 Filed on Jul 22, 2021
4
$18.51 - $20.38 $74 - $81.5
WWD
Woodward, Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
25
$117.57 - $129.93 $2.94K - $3.25K
HDB
Hdfc Bank LTD

Financial Services
Q2 2021 Filed on Jul 22, 2021
5,235
$68.25 - $77.74 $357K - $407K
TRP
Tc Energy Corp

Energy
Q2 2021 Filed on Jul 22, 2021
137
$46.81 - $53.21 $6.41K - $7.29K
IEF
Ishares Barclays

ETFs
Q2 2021 Filed on Jul 22, 2021
156
$113.04 - $115.78 $17.6K - $18.1K
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