Valeo Financial Advisors, LLC Closed Holding Positions

Valeo Financial Advisors, LLC

  • $4.33 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
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
RVP
Retractable Technologies Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
5,000
$8.84 - $12.46 $44.2K - $62.3K
SIMO
Silicon Motion Technology Corp

Technology
Q2 2021 Filed on Jul 22, 2021
2,569
$62.59 - $72.56 $161K - $186K
PRNT
Ark ETF Tr 3 D Printing ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
3,177
$35.39 - $40.24 $112K - $128K
BLNK
Blink Charging Co.

Industrials
Q2 2021 Filed on Jul 22, 2021
75
$26.22 - $45.9 $1.97K - $3.44K
GLDG
Gold Mining Inc.

Basic Materials
Q2 2021 Filed on Jul 22, 2021
4,850
$1.42 - $1.9 $6.89K - $9.22K
FINX
Global X Fds Fintech ETF (De)

ETFs
Q2 2021 Filed on Jul 22, 2021
1,060
$41.18 - $48.86 $43.7K - $51.8K
GRWG
Grow Generation Corp.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
200
$35.53 - $55.28 $7.11K - $11.1K
VFF
Village Farms International, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
808
$7.89 - $13.81 $6.38K - $11.2K
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
229
$18.52 - $22.55 $4.24K - $5.16K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
Q2 2021 Filed on Jul 22, 2021
1,894
$48.86 - $55.07 $92.5K - $104K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
Q2 2021 Filed on Jul 22, 2021
37
$120.29 - $132.08 $4.45K - $4.89K
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
1
$5.12 - $6.82 $5.12 - $6.82
DDM
Proshares Ultra Dow30

ETFs
Q2 2021 Filed on Jul 22, 2021
44
$66.43 - $73.21 $2.92K - $3.22K
DMAC
Dia Medica Therapeutics Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
5,000
$4.45 - $9.91 $22.3K - $49.6K
AIV
Apartment Investment & Management CO

Real Estate
Q2 2021 Filed on Jul 22, 2021
615
$6.2 - $7.69 $3.81K - $4.73K
GDOT
Green Dot Corp

Financial Services
Q2 2021 Filed on Jul 22, 2021
180
$39.64 - $49.49 $7.14K - $8.91K
JMIA
Jumia Technologies Ag

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
219
$23.1 - $38.61 $5.06K - $8.46K
EIDO
Ishares Tr Msci Indonesia ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
2,129
$20.18 - $22.56 $43K - $48K
MITK
Mitek Systems Inc

Technology
Q2 2021 Filed on Jul 22, 2021
1,222
$14.67 - $19.4 $17.9K - $23.7K
NYMT
New York Mortgage Trust Inc

Real Estate
Q2 2021 Filed on Jul 22, 2021
50
$4.28 - $4.82 $214 - $241
VSH
Vishay Intertechnology Inc

Technology
Q2 2021 Filed on Jul 22, 2021
206
$21.34 - $26.01 $4.4K - $5.36K
KRTX
Karuna Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
107
$107.45 - $135.95 $11.5K - $14.5K
EWM
Ishs Msci Malaysia ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
5,346
$25.54 - $28.26 $137K - $151K
Brickell Biotech Inc Com
Q2 2021 Filed on Jul 22, 2021
6,217
N/A
NVST
Envista Holdings Corp

Healthcare
Q2 2021 Filed on Jul 22, 2021
150
$40.83 - $45.48 $6.12K - $6.82K
NOCT
Innovator Growth 100 Power Buf

ETFs
Q2 2021 Filed on Jul 22, 2021
2,958
$36.83 - $38.49 $109K - $114K
BNTX
Bio N Tech Se

Healthcare
Q2 2021 Filed on Jul 22, 2021
644
$113.32 - $241.49 $73K - $156K
VOOV
Vanguard S&P 500 Value ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
574
$137.53 - $146.32 $78.9K - $84K
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