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
EVTC
Evertec, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
10
$38.18 - $44.42 $382 - $444
TRS
Trimas Corp

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
22
$29.99 - $33.56 $660 - $738
PINC
Premier, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
189
$32.91 - $35.75 $6.22K - $6.76K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
2,250
$10.0 - $14.52 $22.5K - $32.7K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
Q2 2021 Filed on Jul 22, 2021
1,739
$41.03 - $43.75 $71.4K - $76.1K
Cm Life Sciences Inc Com Cl A
Q2 2021 Filed on Jul 22, 2021
500
N/A
LPCN
Lipocine Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
3,250
$1.17 - $1.59 $3.8K - $5.17K
AWI
Armstrong World Industries Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
35
$92.48 - $109.48 $3.24K - $3.83K
OLP
One Liberty Properties Inc

Real Estate
Q2 2021 Filed on Jul 22, 2021
36
$22.4 - $29.52 $806 - $1.06K
UMH
Umh Properties, Inc.

Real Estate
Q2 2021 Filed on Jul 22, 2021
75
$19.21 - $22.96 $1.44K - $1.72K
Raven Inds Inc Com
Q2 2021 Filed on Jul 22, 2021
500
N/A
DBB
Invesco Db Base Metals Fund

ETFs
Q2 2021 Filed on Jul 22, 2021
1,493
$18.67 - $21.3 $27.9K - $31.8K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
167
$23.75 - $29.6 $3.97K - $4.94K
SP
Sp Plus Corp

Industrials
Q2 2021 Filed on Jul 22, 2021
32
$30.59 - $35.54 $979 - $1.14K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
Q2 2021 Filed on Jul 22, 2021
1,125
$37.72 - $39.98 $42.4K - $45K
NM
Navios Maritime Holdings Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
200
$6.92 - $11.01 $1.38K - $2.2K
Tenax Therapeutics Inc Com New
Q2 2021 Filed on Jul 22, 2021
5,000
N/A
FGEN
Fibrogen Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
400
$18.57 - $35.68 $7.43K - $14.3K
CALM
Cal Maine Foods Inc

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
20
$34.91 - $39.92 $698 - $798
CNA
Cna Financial Corp

Financial Services
Q2 2021 Filed on Jul 22, 2021
99
$44.59 - $48.34 $4.41K - $4.79K
CPSI
Computer Programs & Systems Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
44
$29.42 - $34.1 $1.29K - $1.5K
CCF
Chase Corp

Basic Materials
Q2 2021 Filed on Jul 22, 2021
14
$100.85 - $122.74 $1.41K - $1.72K
MUSA
Murphy Usa Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
24
$129.18 - $145.45 $3.1K - $3.49K
NOG
Northern Oil & Gas, Inc.

Energy
Q2 2021 Filed on Jul 22, 2021
2,500
$11.88 - $20.77 $29.7K - $51.9K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q2 2021 Filed on Jul 22, 2021
1,065
$39.26 - $42.54 $41.8K - $45.3K
CBAY
Cyma Bay Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
200
$3.94 - $4.92 $788 - $984
ITM
Vaneck Intermediate Muni ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
714
$51.12 - $52.03 $36.5K - $37.1K
Trillium Therapeutics Inc Com New
Q2 2021 Filed on Jul 22, 2021
1,000
N/A
CO
Global Cord Blood Corp

Healthcare
Q2 2021 Filed on Jul 22, 2021
4,110
$4.46 - $6.22 $18.3K - $25.6K
NOMD
Nomad Foods LTD

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
10
$27.81 - $31.64 $278 - $316
TRTN
Triton International LTD

Industrials
Q2 2021 Filed on Jul 22, 2021
330
$48.74 - $57.5 $16.1K - $19K
SIOX
Sio Gene Therapies Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
5,000
$2.07 - $2.89 $10.4K - $14.5K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
Q2 2021 Filed on Jul 22, 2021
30
$37.63 - $40.22 $1.13K - $1.21K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
1,100
$39.25 - $66.1 $43.2K - $72.7K
FTCH
Farfetch LTD

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
400
$37.24 - $53.56 $14.9K - $21.4K
Zynga Inc
Q2 2021 Filed on Jul 22, 2021
2,000
N/A
VFF
Village Farms International, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
1,900
$7.89 - $13.81 $15K - $26.2K
NET
Cloudflare, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
600
$66.65 - $107.6 $40K - $64.6K
VITL
Vital Farms, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
3,000
$19.5 - $25.56 $58.5K - $76.7K
FLT
Fleetcor Technologies Inc

Technology
Q2 2021 Filed on Jul 22, 2021
100
$253.55 - $293.44 $25.4K - $29.3K
GRWG
Grow Generation Corp.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
300
$35.53 - $55.28 $10.7K - $16.6K
MDB
Mongo Db, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
200
$244.74 - $389.23 $48.9K - $77.8K
LUMN
Lumen Technologies, Inc.

Communication Services
Q2 2021 Filed on Jul 22, 2021
1,000
$12.64 - $15.28 $12.6K - $15.3K
TQQQ
Proshares Ultrapro Qqq

ETFs
Q2 2021 Filed on Jul 22, 2021
900
$44.13 - $61.52 $39.7K - $55.4K
JMIA
Jumia Technologies Ag

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
1,200
$23.1 - $38.61 $27.7K - $46.3K
CHWY
Chewy, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
200
$65.68 - $87.38 $13.1K - $17.5K
SAVE
Spirit Airlines, Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
200
$30.44 - $38.29 $6.09K - $7.66K
Sos Limited Spnsord Ads New
Q2 2021 Filed on Jul 22, 2021
400
N/A
Quantumscape Corp Com Cl A
Q2 2021 Filed on Jul 22, 2021
200
N/A
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