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
AMED
Amedisys Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
29
$238.97 - $288.5 $6.93K - $8.37K
AWR
American States Water CO

Utilities
Q2 2021 Filed on Jul 22, 2021
65
$75.89 - $83.09 $4.93K - $5.4K
EEFT
Euronet Worldwide, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
25
$135.35 - $156.96 $3.38K - $3.92K
FVD
First Tr Value Line Divid Inde

ETFs
Q2 2021 Filed on Jul 22, 2021
751
$38.16 - $40.72 $28.7K - $30.6K
Cloudera Inc Com
Q2 2021 Filed on Jul 22, 2021
20,000
N/A
APPF
Appfolio Inc

Technology
Q2 2021 Filed on Jul 22, 2021
280
$123.17 - $149.13 $34.5K - $41.8K
HLI
Houlihan Lokey, Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
58
$65.35 - $81.79 $3.79K - $4.74K
UFCS
United Fire Group Inc

Financial Services
Q2 2021 Filed on Jul 22, 2021
1,350
$27.19 - $35.07 $36.7K - $47.3K
GL
Globe Life Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
4
$92.25 - $106.49 $369 - $426
SVC
Service Properties Trust

Real Estate
Q2 2021 Filed on Jul 22, 2021
8
$10.63 - $14.83 $85 - $119
OGI
Organigram Holdings Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
32
$2.34 - $3.49 $74.9 - $112
ARGX
Argenx Se

Healthcare
Q2 2021 Filed on Jul 22, 2021
23
$257.11 - $319.92 $5.91K - $7.36K
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q2 2021 Filed on Jul 22, 2021
456
$79.92 - $87.25 $36.4K - $39.8K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
340
$101.52 - $157.49 $34.5K - $53.5K
AMCR
Amcor PLC

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
1,530
$11.36 - $12.49 $17.4K - $19.1K
STOK
Stoke Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
94
$30.53 - $41.09 $2.87K - $3.86K
IAA
Iaa, Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
1,126
$53.33 - $63.34 $60K - $71.3K
ADPT
Adaptive Biotechnologies Corp

Healthcare
Q2 2021 Filed on Jul 22, 2021
212
$32.22 - $44.59 $6.83K - $9.45K
TXG
10x Genomics, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
107
$134.22 - $202.37 $14.4K - $21.7K
XRX
Xerox Holdings Corp

Technology
Q2 2021 Filed on Jul 22, 2021
1,398
$22.85 - $25.32 $31.9K - $35.4K
EGO
Eldorado Gold Corp

Basic Materials
Q2 2021 Filed on Jul 22, 2021
230
$9.85 - $11.93 $2.27K - $2.74K
EURN
Euronav Nv

Energy
Q2 2021 Filed on Jul 22, 2021
0
$8.16 - $9.81 $0 - $0
Zynga Inc
Q2 2021 Filed on Jul 22, 2021
2,210
N/A
SLVP
Ishares Msci Global Silver And

ETFs
Q2 2021 Filed on Jul 22, 2021
5,218
$15.09 - $18.21 $78.7K - $95K
FRAF
Franklin Financial Services Corp

Financial Services
Q2 2021 Filed on Jul 22, 2021
875
$29.63 - $31.95 $25.9K - $28K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q2 2021 Filed on Jul 22, 2021
140
$54.57 - $54.92 $7.64K - $7.69K
HSC
Harsco Corp

Industrials
Q2 2021 Filed on Jul 22, 2021
70
$17.09 - $23.53 $1.2K - $1.65K
SAIC
Science Applications International Corp

Technology
Q2 2021 Filed on Jul 22, 2021
1,406
$82.6 - $94.45 $116K - $133K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
193
$48.74 - $67.26 $9.41K - $13K
PDP
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Jul 22, 2021
460
$81.47 - $89.74 $37.5K - $41.3K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
Q2 2021 Filed on Jul 22, 2021
1,086
$51.69 - $51.96 $56.1K - $56.4K
OUNZ
Van Eck Merk Gold Trust

ETFs
Q2 2021 Filed on Jul 22, 2021
3,534
$16.82 - $18.58 $59.4K - $65.7K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q2 2021 Filed on Jul 22, 2021
314
$54.85 - $59.82 $17.2K - $18.8K
SEDG
Solaredge Technologies, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
106
$204.01 - $290.14 $21.6K - $30.8K
Enviva Partners LP Com Unit
Q2 2021 Filed on Jul 22, 2021
134
N/A
Neptune Wellness Solutions Inc Com
Q2 2021 Filed on Jul 22, 2021
4,000
N/A
DISH
Dish Network Corp

Communication Services
Q2 2021 Filed on Jul 22, 2021
1,934
$36.8 - $46.53 $71.2K - $90K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
Q2 2021 Filed on Jul 22, 2021
7
$96.0 - $101.91 $672 - $713
USRT
Ishares Core U.S. Reit ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
727
$53.47 - $60.43 $38.9K - $43.9K
BOTZ
Global X Fds

ETFs
Q2 2021 Filed on Jul 22, 2021
1,895
$31.65 - $35.42 $60K - $67.1K
GEN
Gen Digital Inc Com
Q2 2021 Filed on Jul 22, 2021
2,989
N/A
BOC
Boston Omaha Corp

Communication Services
Q2 2021 Filed on Jul 22, 2021
3,526
$25.16 - $34.45 $88.7K - $121K
OMER
Omeros Corp

Healthcare
Q2 2021 Filed on Jul 22, 2021
1,000
$14.81 - $19.13 $14.8K - $19.1K
DOMO
Domo, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
200
$55.15 - $83.12 $11K - $16.6K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
8,269
$32.62 - $41.96 $270K - $347K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
6
$81.81 - $94.94 $491 - $570
PJUL
Innovator U.S. Equity Power Bu

ETFs
Q2 2021 Filed on Jul 22, 2021
1,956
$29.37 - $29.64 $57.4K - $58K
AGM
Federal Agricultural Mortgage Corp

Financial Services
Q2 2021 Filed on Jul 22, 2021
26
$96.13 - $111.7 $2.5K - $2.9K
EXPO
Exponent Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
14
$86.06 - $102.31 $1.2K - $1.43K
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