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
IYE
Ishares Tr

ETFs
Q1 2021 Filed on Apr 12, 2021
2,700
$20.29 - $28.47 $54.8K - $76.9K
AG
First Majestic Silver Corp

Basic Materials
Q1 2021 Filed on Apr 12, 2021
215
$11.81 - $22.12 $2.54K - $4.76K
KALV
Kal Vista Pharmaceuticals, Inc.

Healthcare
Q1 2021 Filed on Apr 12, 2021
142
$14.69 - $42.57 $2.09K - $6.04K
AEG
Aegon Nv

Financial Services
Q1 2021 Filed on Apr 12, 2021
890
$3.88 - $5.06 $3.45K - $4.5K
Collectors Universe Inc
Q1 2021 Filed on Apr 12, 2021
515
N/A
Wyndham Worldwide Corp
Q1 2021 Filed on Apr 12, 2021
1,507
N/A
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q1 2021 Filed on Apr 12, 2021
342
$93.7 - $99.63 $32K - $34.1K
Wpx Energy Inc
Q1 2021 Filed on Apr 12, 2021
296
N/A
MCHI
Ishares Msci China ETF

ETFs
Q1 2021 Filed on Apr 12, 2021
80
$79.33 - $97.19 $6.35K - $7.78K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
Q1 2021 Filed on Apr 12, 2021
84
$72.25 - $168.95 $6.07K - $14.2K
DHT
Dht Holdings, Inc.

Energy
Q1 2021 Filed on Apr 12, 2021
0
$5.3 - $6.61 $0 - $0
Michaels Cos Inc Com
Q1 2021 Filed on Apr 12, 2021
22
N/A
OFS
Ofs Capital Corp

Financial Services
Q1 2021 Filed on Apr 12, 2021
100
$6.82 - $9.15 $682 - $915
WPP
Wpp PLC

Communication Services
Q1 2021 Filed on Apr 12, 2021
197
$51.94 - $64.96 $10.2K - $12.8K
Apache Corp Com
Q1 2021 Filed on Apr 12, 2021
500
N/A
EPC
Edgewell Personal Care CO

Consumer Defensive
Q1 2021 Filed on Apr 12, 2021
65
$29.99 - $40.43 $1.95K - $2.63K
Parsley Energy Inc Cl A
Q1 2021 Filed on Apr 12, 2021
5
N/A
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
Q1 2021 Filed on Apr 12, 2021
187
$42.21 - $48.97 $7.89K - $9.16K
DDD
3 D Systems Corp

Technology
Q1 2021 Filed on Apr 12, 2021
40
$10.47 - $55.35 $419 - $2.21K
AJRD
Aerojet Rocketdyne Holdings, Inc.

Industrials
Q1 2021 Filed on Apr 12, 2021
2
$46.54 - $53.13 $93.1 - $106
Forterra Inc Com
Q1 2021 Filed on Apr 12, 2021
550
N/A
PIPR
Piper Sandler Companies

Financial Services
Q1 2021 Filed on Apr 12, 2021
15
$91.33 - $123.0 $1.37K - $1.85K
CNX
Cnx Resources Corp

Energy
Q1 2021 Filed on Apr 12, 2021
291
$11.08 - $15.62 $3.22K - $4.55K
BRKR
Bruker Corp

Healthcare
Q1 2021 Filed on Apr 12, 2021
10
$53.31 - $64.28 $533 - $643
Trinseo S A Shs
Q1 2021 Filed on Apr 12, 2021
500
N/A
Momo Inc Adr
Q1 2021 Filed on Apr 12, 2021
10
N/A
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q1 2021 Filed on Apr 12, 2021
0
N/A
ITA
Ishares Tr

ETFs
Q1 2021 Filed on Apr 12, 2021
292
$89.08 - $106.06 $26K - $31K
Eaton Vance Corp Com Non Vtg
Q1 2021 Filed on Apr 12, 2021
143
N/A
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 12, 2021
50
$19.42 - $28.13 $971 - $1.41K
PBPB
Potbelly Corp

Consumer Cyclical
Q1 2021 Filed on Apr 12, 2021
0
$4.35 - $6.82 $0 - $0
LGIH
Lgi Homes, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 12, 2021
94
$97.33 - $151.7 $9.15K - $14.3K
Stellantis N.V Shs
Q1 2021 Filed on Apr 12, 2021
899
N/A
INGR
Ingredion Inc

Consumer Defensive
Q1 2021 Filed on Apr 12, 2021
100
$74.32 - $92.78 $7.43K - $9.28K
AVNS
Avanos Medical, Inc.

Healthcare
Q1 2021 Filed on Apr 12, 2021
12
$43.5 - $53.4 $522 - $641
EBS
Emergent Bio Solutions Inc.

Healthcare
Q1 2021 Filed on Apr 12, 2021
50
$86.23 - $125.19 $4.31K - $6.26K
BYD
Boyd Gaming Corp

Consumer Cyclical
Q1 2021 Filed on Apr 12, 2021
175
$42.12 - $65.6 $7.37K - $11.5K
Siren ETF Tr Nsd Nxgn Eco ETF
Q1 2021 Filed on Apr 12, 2021
281
N/A
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q1 2021 Filed on Apr 12, 2021
265
$22.11 - $22.46 $5.86K - $5.95K
QTWO
Q2 Holdings, Inc.

Technology
Q1 2021 Filed on Apr 12, 2021
57
$98.48 - $146.7 $5.61K - $8.36K
BGS
B&G Foods, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 12, 2021
45
$26.66 - $41.05 $1.2K - $1.85K
CCJ
Cameco Corp

Energy
Q1 2021 Filed on Apr 12, 2021
2,026
$12.37 - $19.28 $25.1K - $39.1K
SA
Seabridge Gold Inc

Basic Materials
Q1 2021 Filed on Apr 12, 2021
931
$15.51 - $22.72 $14.4K - $21.2K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
Q1 2021 Filed on Apr 12, 2021
1,416
$38.56 - $49.72 $54.6K - $70.4K
GOOS
Canada Goose Holdings Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 12, 2021
50
$28.45 - $46.74 $1.42K - $2.34K
Brookfield Ppty Reit Inc Cl A
Q1 2021 Filed on Apr 12, 2021
2,000
N/A
UNG
United States Natural Gas Fund, LP

ETFs
Q1 2021 Filed on Apr 12, 2021
87
$9.01 - $11.3 $784 - $983
STWD
Starwood Property Trust, Inc.

Real Estate
Q1 2021 Filed on Apr 12, 2021
30
$18.34 - $25.28 $550 - $758
Star Equity Holdings Inc Com
Q1 2021 Filed on Apr 12, 2021
320
N/A
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