Valeo Financial Advisors, LLC Closed Holding Positions

Valeo Financial Advisors, LLC

  • $36.8 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
TREX
Trex CO Inc

Industrials
Q4 2020 Filed on Feb 11, 2021
198
$67.75 - $86.29 $13.4K - $17.1K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2020 Filed on Feb 11, 2021
8,249
N/A
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
Q4 2020 Filed on Feb 11, 2021
70
$38.1 - $43.54 $2.67K - $3.05K
E Trade Financial Corp
Q4 2020 Filed on Feb 11, 2021
1,051
N/A
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
Q4 2020 Filed on Feb 11, 2021
127
$226.37 - $272.55 $28.7K - $34.6K
SLCA
U.S. Silica Holdings, Inc.

Energy
Q4 2020 Filed on Feb 11, 2021
290
$2.56 - $7.95 $742 - $2.31K
M
Macy'S, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 11, 2021
495
$5.81 - $12.03 $2.88K - $5.95K
CHGG
Chegg, Inc

Consumer Defensive
Q4 2020 Filed on Feb 11, 2021
125
$66.09 - $93.89 $8.26K - $11.7K
BECN
Beacon Roofing Supply Inc

Industrials
Q4 2020 Filed on Feb 11, 2021
175
$30.7 - $40.56 $5.37K - $7.1K
SF
Stifel Financial Corp

Financial Services
Q4 2020 Filed on Feb 11, 2021
0
$34.29 - $51.96 $0 - $0
NXE
Nex Gen Energy Ltd.

Energy
Q4 2020 Filed on Feb 11, 2021
260
$1.66 - $2.83 $432 - $736
KB
Kb Financial Group Inc.

Financial Services
Q4 2020 Filed on Feb 11, 2021
41
$32.31 - $43.83 $1.32K - $1.8K
Washington Prime Group Inc
Q4 2020 Filed on Feb 11, 2021
25,000
N/A
FCG
First Tr Exchange Traded Fd

ETFs
Q4 2020 Filed on Feb 11, 2021
260
$5.92 - $9.84 $1.54K - $2.56K
Ishares Ibonds Dec 2020 Term Corporate ETF
Q4 2020 Filed on Feb 11, 2021
2,548
N/A
Ishares Ibonds Dec 2021 Term Corporate ETF
Q4 2020 Filed on Feb 11, 2021
1,600
N/A
Dunkin Brands Group Inc Com
Q4 2020 Filed on Feb 11, 2021
25
N/A
AKBA
Akebia Therapeutics, Inc.

Healthcare
Q4 2020 Filed on Feb 11, 2021
8,245
$2.22 - $3.78 $18.3K - $31.2K
JBT
John Bean Technologies Corp

Industrials
Q4 2020 Filed on Feb 11, 2021
98
$82.85 - $128.42 $8.12K - $12.6K
Mylan Nv Shs Euro
Q4 2020 Filed on Feb 11, 2021
688
N/A
SYNH
Syneos Health, Inc.

Healthcare
Q4 2020 Filed on Feb 11, 2021
100
$53.08 - $69.86 $5.31K - $6.99K
TRQ.TO
Turquoise Hill Resources Ltd.

Basic Materials
Q4 2020 Filed on Feb 11, 2021
1,345
N/A
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 11, 2021
40
$192.58 - $261.55 $7.7K - $10.5K
CLB
Core Laboratories N V

Energy
Q4 2020 Filed on Feb 11, 2021
320
$14.03 - $29.66 $4.49K - $9.49K
MKSI
Mks Instruments Inc

Technology
Q4 2020 Filed on Feb 11, 2021
4
$108.39 - $156.88 $434 - $628
Wisdomtree Floating Rate Treasury Fund
Q4 2020 Filed on Feb 11, 2021
164
N/A
Gci Liberty Inc Com Class A
Q4 2020 Filed on Feb 11, 2021
7
N/A
Protective Ins Corp Cl B
Q4 2020 Filed on Feb 11, 2021
5,125
N/A
Invesco Bulletshares 2020 Corporate Bond ETF
Q4 2020 Filed on Feb 11, 2021
1,658
N/A
Immunomedics Inc
Q4 2020 Filed on Feb 11, 2021
10,030
N/A
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q4 2020 Filed on Feb 11, 2021
2
$49.66 - $49.86 $99.3 - $99.7
CNDT
Conduent Inc

Technology
Q4 2020 Filed on Feb 11, 2021
300
$3.25 - $5.44 $975 - $1.63K
IXJ
Ishares Global Healthcare ETF

ETFs
Q4 2020 Filed on Feb 11, 2021
0
$68.25 - $76.45 $0 - $0
WNS
Wns (Holdings) LTD

Technology
Q4 2020 Filed on Feb 11, 2021
196
$57.64 - $72.74 $11.3K - $14.3K
OGEN
Oragenics Inc

Healthcare
Q4 2020 Filed on Feb 11, 2021
100
$0.39 - $0.6 $39 - $60
Aaron Rents Inc Common Stocks Common Stock Domestic Consumer Services
Q4 2020 Filed on Feb 11, 2021
145
N/A
Invesco Bulletshares 2020 High Yield Corporate Bond ETF
Q4 2020 Filed on Feb 11, 2021
200
N/A
MTNB
Matinas Bio Pharma Holdings, Inc.

Healthcare
Q4 2020 Filed on Feb 11, 2021
200
$0.76 - $1.47 $152 - $294
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q4 2020 Filed on Feb 11, 2021
2,469
$34.56 - $43.66 $85.3K - $108K
STE
Steris PLC

Healthcare
Q4 2020 Filed on Feb 11, 2021
52
$172.67 - $196.05 $8.98K - $10.2K
KMPR
Kemper Corp

Financial Services
Q4 2020 Filed on Feb 11, 2021
479
$61.66 - $78.8 $29.5K - $37.7K
IYM
Ishares Tr

ETFs
Q4 2020 Filed on Feb 11, 2021
301
$95.24 - $113.41 $28.7K - $34.1K
RDUS
Radius Health, Inc.

Healthcare
Q4 2020 Filed on Feb 11, 2021
2,400
$11.33 - $19.55 $27.2K - $46.9K
IDU
Ishares Tr U S Utils ETF

ETFs
Q4 2020 Filed on Feb 11, 2021
202
$73.61 - $82.19 $14.9K - $16.6K
GPS
Gap Inc

Consumer Cyclical
Q4 2020 Filed on Feb 11, 2021
400
$17.87 - $26.87 $7.15K - $10.7K
HQY
Healthequity, Inc.

Healthcare
Q4 2020 Filed on Feb 11, 2021
388
$51.41 - $74.4 $19.9K - $28.9K
BEP
Brookfield Renewable Partners L.P.

Utilities
Q4 2020 Filed on Feb 11, 2021
10
$34.18 - $43.15 $342 - $432
Viveve Med Inc Com
Q4 2020 Filed on Feb 11, 2021
46
N/A
Apartment Invt & Mgmt CO
Q4 2020 Filed on Feb 11, 2021
619
N/A
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