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
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
Q2 2021 Filed on Jul 22, 2021
2,069
$12.82 - $14.29 $26.5K - $29.6K
Cubic Corp Com
Q2 2021 Filed on Jul 22, 2021
29
N/A
MNKD
Mannkind Corp

Healthcare
Q2 2021 Filed on Jul 22, 2021
1,000
$3.61 - $5.45 $3.61K - $5.45K
LAZ
Lazard LTD

Financial Services
Q2 2021 Filed on Jul 22, 2021
1,011
$43.5 - $48.18 $44K - $48.7K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
6
$35.69 - $40.64 $214 - $244
BKCC
Black Rock Capital Investment Corp

Financial Services
Q2 2021 Filed on Jul 22, 2021
28
$3.48 - $4.43 $97.4 - $124
IGN
Ishares Tr North Amern Tech Mu

ETFs
Q2 2021 Filed on Jul 22, 2021
690
N/A
USNA
Usana Health Sciences Inc

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
34
$88.8 - $106.45 $3.02K - $3.62K
RCEL
Avita Medical, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
40
$17.23 - $22.02 $689 - $881
INO
Inovio Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
7,500
$6.23 - $10.03 $46.7K - $75.2K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
Q2 2021 Filed on Jul 22, 2021
2,000
$23.49 - $25.68 $47K - $51.4K
RDVY
First Trust Rising Dividend Ac

ETFs
Q2 2021 Filed on Jul 22, 2021
990
$46.13 - $49.37 $45.7K - $48.9K
RYE
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Jul 22, 2021
20
$38.16 - $47.19 $763 - $944
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
Q2 2021 Filed on Jul 22, 2021
220
$21.67 - $25.54 $4.77K - $5.62K
OCUL
Ocular Therapeutix, Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
1,000
$13.43 - $19.16 $13.4K - $19.2K
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
459
$92.19 - $115.71 $42.3K - $53.1K
FCN
Fti Consulting, Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
49
$134.65 - $146.5 $6.6K - $7.18K
IQLT
Ishares Msci Intl Quality Fact

ETFs
Q2 2021 Filed on Jul 22, 2021
32
$37.01 - $39.8 $1.18K - $1.27K
BLFS
Biolife Solutions Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
96
$29.51 - $44.62 $2.83K - $4.28K
CUZ
Cousins Properties Inc

Real Estate
Q2 2021 Filed on Jul 22, 2021
11
$35.08 - $39.98 $386 - $440
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
Q2 2021 Filed on Jul 22, 2021
1,195
$13.37 - $14.77 $16K - $17.7K
LILA
Liberty Latin America Ltd.

Communication Services
Q2 2021 Filed on Jul 22, 2021
81
$13.24 - $14.61 $1.07K - $1.18K
OOMA
Ooma Inc

Communication Services
Q2 2021 Filed on Jul 22, 2021
100
$15.76 - $24.2 $1.58K - $2.42K
HMY
Harmony Gold Mining CO LTD

Basic Materials
Q2 2021 Filed on Jul 22, 2021
729
$3.68 - $5.58 $2.68K - $4.07K
GFI
Gold Fields LTD

Basic Materials
Q2 2021 Filed on Jul 22, 2021
406
$8.86 - $12.21 $3.6K - $4.96K
YRD
Yiren Digital Ltd.

Financial Services
Q2 2021 Filed on Jul 22, 2021
1,152
$3.5 - $6.48 $4.03K - $7.46K
CCMP
Cmc Materials, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
46
$144.36 - $196.9 $6.64K - $9.06K
MOD
Modine Manufacturing CO

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
923
$14.74 - $18.13 $13.6K - $16.7K
NBEVQ
Newage Inc. Com
Q2 2021 Filed on Jul 22, 2021
200
N/A
CATH
Global X Fds Global X S&P 500

ETFs
Q2 2021 Filed on Jul 22, 2021
500
$49.81 - $53.58 $24.9K - $26.8K
FBIZ
First Business Financial Services, Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
550
$24.0 - $28.01 $13.2K - $15.4K
SNDR
Schneider National, Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
583
$21.29 - $26.43 $12.4K - $15.4K
Odonate Therapeutics Inc Com
Q2 2021 Filed on Jul 22, 2021
20
N/A
DVAX
Dynavax Technologies Corp

Healthcare
Q2 2021 Filed on Jul 22, 2021
800
$7.25 - $10.99 $5.8K - $8.79K
PPLT
Abrdn Platinum ETF Trust

ETFs
Q2 2021 Filed on Jul 22, 2021
0
$97.51 - $117.62 $0 - $0
Msg Network Inc Cl A
Q2 2021 Filed on Jul 22, 2021
2,158
N/A
Anaplan Inc Com
Q2 2021 Filed on Jul 22, 2021
50
N/A
CONN
Conns Inc

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
2,126
$18.27 - $30.57 $38.8K - $65K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
Q2 2021 Filed on Jul 22, 2021
610
$92.49 - $113.55 $56.4K - $69.3K
BIG
Big Lots Inc

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
107
$60.94 - $72.31 $6.52K - $7.74K
CLVT
Clarivate PLC

Technology
Q2 2021 Filed on Jul 22, 2021
276
$24.64 - $33.53 $6.8K - $9.25K
SCL
Stepan CO

Basic Materials
Q2 2021 Filed on Jul 22, 2021
133
$120.27 - $137.95 $16K - $18.3K
SCPL
Sci Play Corp

Communication Services
Q2 2021 Filed on Jul 22, 2021
186
$15.65 - $19.05 $2.91K - $3.54K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
200
$22.3 - $36.02 $4.46K - $7.2K
PSCT
Invesco S&P Smallcap Informati

ETFs
Q2 2021 Filed on Jul 22, 2021
140
$125.09 - $144.16 $17.5K - $20.2K
MMX
Maverix Metals Inc.

Basic Materials
Q2 2021 Filed on Jul 22, 2021
1,900
$5.27 - $6.27 $10K - $11.9K
HLIO
Helios Technologies, Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
1,001
$68.75 - $78.68 $68.8K - $78.8K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
Q2 2021 Filed on Jul 22, 2021
691
$38.2 - $43.88 $26.4K - $30.3K
KGC
Kinross Gold Corp

Basic Materials
Q2 2021 Filed on Jul 22, 2021
810
$6.28 - $8.26 $5.09K - $6.69K
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