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
NET
Cloudflare, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
538
$66.65 - $107.6 $35.9K - $57.9K
POCT
Innovator U.S. Equity Power Bu

ETFs
Q2 2021 Filed on Jul 22, 2021
2,050
$28.56 - $29.12 $58.5K - $59.7K
KLDO
Kaleido Biosciences, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
200
$5.82 - $8.72 $1.16K - $1.74K
FOXA
Fox Corp

Communication Services
Q2 2021 Filed on Jul 22, 2021
1,065
$36.31 - $38.83 $38.7K - $41.4K
PAPR
Innovator U.S. Equity Power Bu

ETFs
Q2 2021 Filed on Jul 22, 2021
2,065
$27.65 - $28.5 $57.1K - $58.9K
Goldman Sachs Physical Gold ETF
Q2 2021 Filed on Jul 22, 2021
2,000
N/A
AVTR
Avantor, Inc.

Basic Materials
Q2 2021 Filed on Jul 22, 2021
17
$29.45 - $35.85 $501 - $609
SLRX
Salarius Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
6,942
$1.02 - $1.52 $7.08K - $10.6K
HCAT
Health Catalyst, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
158
$47.17 - $58.64 $7.45K - $9.27K
PAUG
Innovator U.S. Equity Power Bu

ETFs
Q2 2021 Filed on Jul 22, 2021
3,157
$28.98 - $29.34 $91.5K - $92.6K
EQX
Equinox Gold Corp.

Basic Materials
Q2 2021 Filed on Jul 22, 2021
3,040
$6.91 - $9.44 $21K - $28.7K
CRNC
Cerence Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
81
$81.63 - $119.79 $6.61K - $9.7K
BSQR
Bsquare Corp

Technology
Q2 2021 Filed on Jul 22, 2021
700
$2.1 - $8.04 $1.47K - $5.63K
PNOV
Innovator U.S. Equity Power Bu
Q2 2021 Filed on Jul 22, 2021
1,942
N/A
SQNS
Sequans Communications

Technology
Q2 2021 Filed on Jul 22, 2021
250
$4.8 - $6.39 $1.2K - $1.6K
PDEC
Innovator U.S. Equity Power Bu
Q2 2021 Filed on Jul 22, 2021
1,754
N/A
MAXR
Maxar Technologies Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
2,463
$27.95 - $41.29 $68.8K - $102K
Howard Bancorp Inc Com
Q2 2021 Filed on Jul 22, 2021
3,764
N/A
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
Q2 2021 Filed on Jul 22, 2021
95
$26.31 - $26.73 $2.5K - $2.54K
CG
Carlyle Group Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
5
$37.3 - $46.98 $187 - $235
American Ecology
Q2 2021 Filed on Jul 22, 2021
1,041
N/A
NEO
Neogenomics Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
1,000
$36.62 - $51.69 $36.6K - $51.7K
OMI
Owens & Minor Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
4,365
$30.73 - $48.72 $134K - $213K
EXI
Ishares Global Industrials ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
418
$116.87 - $123.89 $48.9K - $51.8K
FENY
Fidelity Covington Tr Msci Ene

ETFs
Q2 2021 Filed on Jul 22, 2021
545
$12.68 - $15.37 $6.91K - $8.38K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q2 2021 Filed on Jul 22, 2021
2,781
$58.75 - $63.84 $163K - $178K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
Q2 2021 Filed on Jul 22, 2021
90
$52.43 - $55.65 $4.72K - $5.01K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
Q2 2021 Filed on Jul 22, 2021
343
$46.68 - $50.38 $16K - $17.3K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q2 2021 Filed on Jul 22, 2021
1,043
$45.56 - $46.09 $47.5K - $48.1K
JNPR
Juniper Networks Inc

Technology
Q2 2021 Filed on Jul 22, 2021
58
$25.07 - $28.93 $1.45K - $1.68K
REET
Ishares Global Reit ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
2,344
$25.9 - $28.81 $60.7K - $67.5K
ONTO
Onto Innovation Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
91
$56.83 - $74.98 $5.17K - $6.82K
MAG
Mag Silver Corp

Basic Materials
Q2 2021 Filed on Jul 22, 2021
1,200
$15.86 - $23.7 $19K - $28.4K
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
Q2 2021 Filed on Jul 22, 2021
61
$27.61 - $30.35 $1.68K - $1.85K
AVAV
Aero Vironment Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
700
$100.15 - $121.64 $70.1K - $85.1K
CAR
Avis Budget Group, Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
728
$74.21 - $94.24 $54K - $68.6K
ETHO
ETF Managers Tr

ETFs
Q2 2021 Filed on Jul 22, 2021
800
$56.13 - $60.52 $44.9K - $48.4K
OZK
Bank Ozk

Financial Services
Q2 2021 Filed on Jul 22, 2021
94
$38.47 - $44.46 $3.62K - $4.18K
TCMD
Tactile Systems Technology Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
300
$50.01 - $60.44 $15K - $18.1K
TTEK
Tetra Tech Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
21
$116.17 - $143.73 $2.44K - $3.02K
FIX
Comfort Systems Usa Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
46
$75.0 - $86.87 $3.45K - $4K
SEF
Proshares Short Financials ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
519
$12.53 - $13.86 $6.5K - $7.19K
Senestech Inc Com New
Q2 2021 Filed on Jul 22, 2021
390
N/A
Cit Group Inc New Com
Q2 2021 Filed on Jul 22, 2021
50
N/A
APT
Alpha Pro Tech LTD

Industrials
Q2 2021 Filed on Jul 22, 2021
10
$7.64 - $10.4 $76.4 - $104
RXI
Ishares Tr

ETFs
Q2 2021 Filed on Jul 22, 2021
3
$160.63 - $172.54 $482 - $518
BHVN
Biohaven Pharmaceutical Holding CO Ltd.

Healthcare
Q2 2021 Filed on Jul 22, 2021
100
$65.78 - $105.02 $6.58K - $10.5K
SSRM
Ssr Mining Inc.

Basic Materials
Q2 2021 Filed on Jul 22, 2021
2,737
$15.15 - $18.69 $41.5K - $51.2K
IBN
Icici Bank LTD

Financial Services
Q2 2021 Filed on Jul 22, 2021
785
$14.37 - $18.17 $11.3K - $14.3K
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