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
UDOW
Proshares Trust Proshrs Ultrap

ETFs
Q1 2021 Filed on Apr 12, 2021
1,909
$48.05 - $65.08 $91.7K - $124K
AYX
Alteryx, Inc.

Technology
Q1 2021 Filed on Apr 12, 2021
683
$79.46 - $138.66 $54.3K - $94.7K
SILK
Silk Road Medical Inc

Healthcare
Q1 2021 Filed on Apr 12, 2021
4
$46.31 - $62.7 $185 - $251
Proshares Ultra Vix Short Term Futures ETF
Q1 2021 Filed on Apr 12, 2021
6
N/A
SID
National Steel CO

Basic Materials
Q1 2021 Filed on Apr 12, 2021
47
$5.51 - $7.15 $259 - $336
CMC
Commercial Metals CO

Basic Materials
Q1 2021 Filed on Apr 12, 2021
3
$19.69 - $31.74 $59.1 - $95.2
FEMS
First Trust Emerging Markets S

ETFs
Q1 2021 Filed on Apr 12, 2021
0
$40.95 - $45.02 $0 - $0
Eidos Therapeutics Inc Com
Q1 2021 Filed on Apr 12, 2021
60
N/A
PD
Pager Duty, Inc.

Technology
Q1 2021 Filed on Apr 12, 2021
300
$34.08 - $56.58 $10.2K - $17K
PGNY
Progyny, Inc.

Healthcare
Q1 2021 Filed on Apr 12, 2021
10
$40.66 - $53.34 $407 - $533
Transenterix Inc Com
Q1 2021 Filed on Apr 12, 2021
854
N/A
SVM
Silvercorp Metals Inc

Basic Materials
Q1 2021 Filed on Apr 12, 2021
2,128
$4.64 - $8.1 $9.87K - $17.2K
AFG
American Financial Group Inc

Financial Services
Q1 2021 Filed on Apr 12, 2021
97
$79.44 - $118.5 $7.71K - $11.5K
TNDM
Tandem Diabetes Care Inc

Healthcare
Q1 2021 Filed on Apr 12, 2021
5
$81.28 - $104.34 $406 - $522
ALR
Aleris Life Inc.

Healthcare
Q1 2021 Filed on Apr 12, 2021
1
$5.97 - $8.91 $5.97 - $8.91
CMTL
Comtech Telecommunications Corp

Technology
Q1 2021 Filed on Apr 12, 2021
620
$20.27 - $30.01 $12.6K - $18.6K
Ipath Series B S&P 500 Vix Short Term Futures Etn
Q1 2021 Filed on Apr 12, 2021
3,000
N/A
DAVA
Endava PLC

Technology
Q1 2021 Filed on Apr 12, 2021
95
$73.82 - $89.95 $7.01K - $8.55K
PDD
Pinduoduo Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 12, 2021
1,000
$124.18 - $202.82 $124K - $203K
GO
Grocery Outlet Holding Corp.

Consumer Defensive
Q1 2021 Filed on Apr 12, 2021
5
$35.27 - $46.12 $176 - $231
Bristol Myers Squibb CO Contngnt Val Rt
Q1 2021 Filed on Apr 12, 2021
882
N/A
DHC
Diversified Healthcare Trust

Real Estate
Q1 2021 Filed on Apr 12, 2021
25
$3.94 - $5.4 $98.5 - $135
Alta Equipment Group Inc Wt Exp 021425
Q1 2021 Filed on Apr 12, 2021
0
N/A
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q1 2021 Filed on Apr 12, 2021
4,710
$29.35 - $30.12 $138K - $142K
MLPX
Global X Mlp & Energy Infrastr

ETFs
Q1 2021 Filed on Apr 12, 2021
1
$26.74 - $32.63 $26.7 - $32.6
SMTSF
Sierra Metals, Inc. Ordinary S
Q1 2021 Filed on Apr 12, 2021
100
N/A
Northern Oil And Gas Inc Mn Com
Q1 2021 Filed on Apr 12, 2021
2,500
N/A
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 12, 2021
4,000
$15.12 - $21.52 $60.5K - $86.1K
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
Q1 2021 Filed on Apr 12, 2021
47
$78.47 - $93.37 $3.69K - $4.39K
DINT
Davis Fundamental ETF Tr

ETFs
Q1 2021 Filed on Apr 12, 2021
4,626
$23.22 - $25.84 $107K - $120K
AU
Anglogold Ashanti LTD

Basic Materials
Q1 2021 Filed on Apr 12, 2021
149
$19.86 - $25.49 $2.96K - $3.8K
Diamond S Shipping Inc Com
Q1 2021 Filed on Apr 12, 2021
779
N/A
Itamar Med LTD Sponsored Ads
Q1 2021 Filed on Apr 12, 2021
1,978
N/A
Novus Cap Corp Unit Exp 063027
Q1 2021 Filed on Apr 12, 2021
3,300
N/A
WFH
Direxion Shs ETF Tr Work From

Technology
Q1 2021 Filed on Apr 12, 2021
0
$65.59 - $75.92 $0 - $0
ACI
Albertsons Companies, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 12, 2021
150
$16.17 - $20.42 $2.43K - $3.06K
Iac Interactivecorp New Com
Q1 2021 Filed on Apr 12, 2021
4
N/A
Teekay Lng Partners L P Unit LTD Partnership Int
Q1 2021 Filed on Apr 12, 2021
316
N/A
Credit Suisse Fi Large Cap Growth Enhanced Etn
Q1 2021 Filed on Apr 12, 2021
100
N/A
ROUS
Hartford Multifactor Us Equity

ETFs
Q1 2021 Filed on Apr 12, 2021
2,396
$34.57 - $37.89 $82.8K - $90.8K
STAA
Staar Surgical CO

Healthcare
Q1 2021 Filed on Apr 12, 2021
3
$78.5 - $126.48 $236 - $379
Cerecor Inc Com
Q1 2021 Filed on Apr 12, 2021
500
N/A
VYGR
Voyager Therapeutics, Inc.

Healthcare
Q1 2021 Filed on Apr 12, 2021
20
$4.61 - $9.04 $92.2 - $181
Biodelivery Sciencesintl Inc Com
Q1 2021 Filed on Apr 12, 2021
100
N/A
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
Q1 2021 Filed on Apr 12, 2021
80
$61.34 - $69.48 $4.91K - $5.56K
DEEF
Xtrackers Ftse Developed Ex Us

ETFs
Q1 2021 Filed on Apr 12, 2021
73
$29.88 - $31.36 $2.18K - $2.29K
DS
Drive Shack Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 12, 2021
600
$2.31 - $3.52 $1.39K - $2.11K
REZ
Ishares Tr Residential And Mul

ETFs
Q1 2021 Filed on Apr 12, 2021
10
$65.28 - $76.16 $653 - $762
DUSA
Davis Fundamental ETF Tr

ETFs
Q1 2021 Filed on Apr 12, 2021
60
$28.98 - $33.13 $1.74K - $1.99K
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