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
EDIV
Spdr S&P Emerging Dividends Et

ETFs
Q2 2021 Filed on Jul 22, 2021
162
$29.5 - $31.46 $4.78K - $5.1K
SPWR
Sunpower Corp

Technology
Q2 2021 Filed on Jul 22, 2021
100
$20.91 - $33.24 $2.09K - $3.32K
IMBI
I Media Brands, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
150
N/A
GPRE
Green Plains Inc.

Basic Materials
Q2 2021 Filed on Jul 22, 2021
500
$23.63 - $34.65 $11.8K - $17.3K
FCEL
Fuelcell Energy Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
4
$7.13 - $14.35 $28.5 - $57.4
WUGI
Esoterica Thematic Tr Nextg Ec

ETFs
Q2 2021 Filed on Jul 22, 2021
20
$46.47 - $57.98 $929 - $1.16K
DNMR
Danimer Scientific, Inc.

Basic Materials
Q2 2021 Filed on Jul 22, 2021
1,975
$15.89 - $38.33 $31.4K - $75.7K
FOUR
Shift4 Payments, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
142
$78.05 - $101.4 $11.1K - $14.4K
AZEK
Azek CO Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
15
$39.58 - $50.8 $594 - $762
CLOV
Clover Health Investments, Corp.

Healthcare
Q2 2021 Filed on Jul 22, 2021
18,300
$6.82 - $22.15 $125K - $405K
Innoviz Technologies LTD Shs
Q2 2021 Filed on Jul 22, 2021
7,000
N/A
LI
Li Auto Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
600
$17.01 - $34.94 $10.2K - $21K
Quantumscape Corp Com Cl A
Q2 2021 Filed on Jul 22, 2021
2,300
N/A
PSTH
Pershing Square Tontine Holdings, Ltd.

Financial Services
Q2 2021 Filed on Jul 22, 2021
847
$22.06 - $25.62 $18.7K - $21.7K
LSF
Laird Superfood, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
400
$27.25 - $38.87 $10.9K - $15.5K
ASAN
Asana, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
1,217
$28.15 - $63.68 $34.3K - $77.5K
VNT
Vontier Corp

Technology
Q2 2021 Filed on Jul 22, 2021
1,115
$30.44 - $35.19 $33.9K - $39.2K
IPOFU
Social Cap Hedosophia Hldgs CO
Q2 2021 Filed on Jul 22, 2021
5,778
N/A
Social Capital Hedosopha Hldng Unit
Q2 2021 Filed on Jul 22, 2021
5,500
N/A
Social Capital Hedosopha Hldng Unit
Q2 2021 Filed on Jul 22, 2021
5,600
N/A
EAR
Eargo, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
36
$32.1 - $57.78 $1.16K - $2.08K
RIDE
Lordstown Motors Corp.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
100
$6.98 - $13.4 $698 - $1.34K
TRQ
Turquoise Hill Resources Ltd.

Basic Materials
Q2 2021 Filed on Jul 22, 2021
134
$16.07 - $21.18 $2.15K - $2.84K
PDS
Precision Drilling Corp

Energy
Q2 2021 Filed on Jul 22, 2021
20
$22.95 - $42.17 $459 - $843
Paysafe Limited Ord
Q2 2021 Filed on Jul 22, 2021
0
N/A
Social Capital Hedosopha Hldng Shs Cl A
Q2 2021 Filed on Jul 22, 2021
7,929
N/A
AAN
Aaron'S Company, Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
155
$24.19 - $37.15 $3.75K - $5.76K
Viveve Med Inc Com New
Q2 2021 Filed on Jul 22, 2021
5
N/A
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
3,050
$16.43 - $25.51 $50.1K - $77.8K
SGTX
Sigilon Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
113
$9.15 - $20.17 $1.03K - $2.28K
AIRC
Apartment Income Reit Corp.

Real Estate
Q2 2021 Filed on Jul 22, 2021
615
$42.31 - $50.23 $26K - $30.9K
Ajax I Com
Q2 2021 Filed on Jul 22, 2021
1,000
N/A
Golden Nugget Online Gamin Com Cl A
Q2 2021 Filed on Jul 22, 2021
58
N/A
RMO
Romeo Power, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
400
$6.61 - $12.8 $2.64K - $5.12K
GRPN
Groupon, Inc.

Communication Services
Q2 2021 Filed on Jul 22, 2021
1,000
$43.05 - $52.59 $43.1K - $52.6K
RING
Ishares Inc Msci Global Gold M

ETFs
Q2 2021 Filed on Jul 22, 2021
635
$27.72 - $33.46 $17.6K - $21.2K
ADT
Adt Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
5,009
$8.46 - $11.63 $42.4K - $58.3K
Sl Green Rlty Corp Com
Q2 2021 Filed on Jul 22, 2021
0
N/A
PRG
Prog Holdings, Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
145
$26.01 - $55.96 $3.77K - $8.11K
BIT
Black Rock Multi Sector Income Trust

Financial Services
Q2 2021 Filed on Jul 22, 2021
20
$18.16 - $18.92 $363 - $378
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
Q2 2021 Filed on Jul 22, 2021
4
$52.95 - $55.77 $212 - $223
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q2 2021 Filed on Jul 22, 2021
462
$52.66 - $54.94 $24.3K - $25.4K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
Q2 2021 Filed on Jul 22, 2021
420
$33.08 - $38.81 $13.9K - $16.3K
EWW
Ishares Inc Msci Mexico ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
3,922
$44.57 - $49.94 $175K - $196K
WDIV
Spdr S&P Global Dividend ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
99
$66.45 - $71.4 $6.58K - $7.07K
GLAD
Gladstone Capital Corp

Financial Services
Q2 2021 Filed on Jul 22, 2021
209
$10.17 - $11.87 $2.13K - $2.48K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
100
$11.56 - $12.38 $1.16K - $1.24K
Loral Space & Com Inc Com
Q2 2021 Filed on Jul 22, 2021
133
N/A
FNDB
Schwab Fundamental U S Broad M

ETFs
Q2 2021 Filed on Jul 22, 2021
3
$51.84 - $55.77 $156 - $167
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