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
CMRE
Costamare Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
204
$9.41 - $12.32 $1.92K - $2.51K
Bellring Brands Inc Com Cl A
Q2 2021 Filed on Jul 22, 2021
645
N/A
WERN
Werner Enterprises Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
446
$42.66 - $48.91 $19K - $21.8K
Regeneration Technologies Inc Del
Q2 2021 Filed on Jul 22, 2021
100
N/A
PGTI
Pgt Innovations, Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
4,041
$21.95 - $27.72 $88.7K - $112K
Fs Kkr Cap Corp Ii Com
Q2 2021 Filed on Jul 22, 2021
7,535
N/A
MTCH
Match Group, Inc.

Communication Services
Q2 2021 Filed on Jul 22, 2021
74
$136.81 - $164.27 $10.1K - $12.2K
ACCD
Accolade, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
166
$38.61 - $55.0 $6.41K - $9.13K
NJUL
Innovator Growth 100 Power Buf

Technology
Q2 2021 Filed on Jul 22, 2021
1,214
$45.55 - $46.17 $55.3K - $56.1K
RLAY
Relay Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
202
$27.5 - $38.19 $5.56K - $7.71K
VITL
Vital Farms, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
300
$19.5 - $25.56 $5.85K - $7.67K
RKT
Rocket Companies, Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
205
$16.58 - $22.98 $3.4K - $4.71K
OSH
Oak Street Health, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
15
$53.49 - $64.74 $802 - $971
ONVO
Organovo Holdings, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
17
$6.65 - $9.95 $113 - $169
XPEV
Xpeng Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
200
$23.56 - $45.31 $4.71K - $9.06K
Cm Life Sciences Inc Unit Exp 090125
Q2 2021 Filed on Jul 22, 2021
178
N/A
CMPS
Compass Pathways PLC

Healthcare
Q2 2021 Filed on Jul 22, 2021
50
$32.29 - $39.68 $1.61K - $1.98K
IMKTA
Ingles Markets Inc

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
562
$57.11 - $65.96 $32.1K - $37.1K
SAIA
Saia Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
96
$200.37 - $244.9 $19.2K - $23.5K
WF
Woori Financial Group Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
344
$26.98 - $32.55 $9.28K - $11.2K
Companhia Paranaense Energ Cop Spon Adr Pfd
Q2 2021 Filed on Jul 22, 2021
3,360
N/A
RM
Regional Management Corp.

Financial Services
Q2 2021 Filed on Jul 22, 2021
102
$34.76 - $51.44 $3.55K - $5.25K
XLG
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Jul 22, 2021
58
$299.8 - $325.38 $17.4K - $18.9K
EPR
Epr Properties

Real Estate
Q2 2021 Filed on Jul 22, 2021
221
$45.38 - $55.03 $10K - $12.2K
CLS
Celestica Inc

Technology
Q2 2021 Filed on Jul 22, 2021
1,269
$7.77 - $8.86 $9.86K - $11.2K
CIG
Energy CO Of Minas Gerais

Utilities
Q2 2021 Filed on Jul 22, 2021
1,958
$2.12 - $2.71 $4.15K - $5.31K
WMK
Weis Markets Inc

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
317
$49.81 - $57.66 $15.8K - $18.3K
INFN
Infinera Corp

Technology
Q2 2021 Filed on Jul 22, 2021
1,108
$8.42 - $10.75 $9.33K - $11.9K
RMAX
Re/Max Holdings, Inc.

Real Estate
Q2 2021 Filed on Jul 22, 2021
459
$32.71 - $41.47 $15K - $19K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Jul 22, 2021
1
$39.77 - $43.55 $39.8 - $43.6
CLNE
Clean Energy Fuels Corp.

Energy
Q2 2021 Filed on Jul 22, 2021
400
$7.63 - $14.52 $3.05K - $5.81K
SSP
E.W. Scripps CO

Communication Services
Q2 2021 Filed on Jul 22, 2021
800
$19.19 - $22.99 $15.4K - $18.4K
Market Vectors ETF Tr Russia ETF
Q2 2021 Filed on Jul 22, 2021
9,588
N/A
ATNM
Actinium Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
50
$7.01 - $8.63 $351 - $432
MRTN
Marten Transport LTD

Industrials
Q2 2021 Filed on Jul 22, 2021
58
$16.29 - $17.8 $945 - $1.03K
SILC
Silicom Ltd.

Technology
Q2 2021 Filed on Jul 22, 2021
67
$39.57 - $46.39 $2.65K - $3.11K
UMC
United Microelectronics Corp

Technology
Q2 2021 Filed on Jul 22, 2021
5,448
$8.17 - $11.19 $44.5K - $61K
HMLP
Hoegh Lng Partners LP
Q2 2021 Filed on Jul 22, 2021
823
$14.81 - $17.95 $12.2K - $14.8K
MMI
Marcus & Millichap, Inc.

Real Estate
Q2 2021 Filed on Jul 22, 2021
83
$34.21 - $40.34 $2.84K - $3.35K
BSIG
Bright Sphere Investment Group Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
578
$20.37 - $23.93 $11.8K - $13.8K
DHIL
Diamond Hill Investment Group Inc

Financial Services
Q2 2021 Filed on Jul 22, 2021
50
$158.59 - $178.79 $7.93K - $8.94K
WLL
Whiting Petroleum Corp

Energy
Q2 2021 Filed on Jul 22, 2021
2
$2.65 - $5.79 $5.3 - $11.6
VSTO
Vista Outdoor Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
1,050
$31.66 - $46.28 $33.2K - $48.6K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q2 2021 Filed on Jul 22, 2021
1,563
$74.47 - $87.19 $116K - $136K
WING
Wingstop Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
10
$130.85 - $160.15 $1.31K - $1.6K
MCRB
Seres Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
231
$18.46 - $24.36 $4.26K - $5.63K
DCP
Dcp Midstream, LP

Energy
Q2 2021 Filed on Jul 22, 2021
2,937
$21.93 - $31.69 $64.4K - $93.1K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
100
$14.95 - $16.0 $1.5K - $1.6K
VKTX
Viking Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
710
$5.19 - $6.73 $3.68K - $4.78K
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