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
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
Q1 2021 Filed on Apr 12, 2021
120
$55.26 - $58.53 $6.63K - $7.02K
RGNX
Regenxbio Inc.

Healthcare
Q1 2021 Filed on Apr 12, 2021
2
$33.61 - $49.95 $67.2 - $99.9
RNWK
Realnetworks Inc

Technology
Q1 2021 Filed on Apr 12, 2021
80
$1.57 - $6.35 $126 - $508
BYD
Boyd Gaming Corp

Consumer Cyclical
Q1 2021 Filed on Apr 12, 2021
1,500
$42.12 - $65.6 $63.2K - $98.4K
Pacific Ethanol Inc
Q4 2020 Filed on Feb 11, 2021
5,000
N/A
Precision Drilling Tr F
Q4 2020 Filed on Feb 11, 2021
400
N/A
PBR
Petrobras Petroleo Brasileiro Sa

Energy
Q4 2020 Filed on Feb 11, 2021
217
$6.47 - $11.37 $1.4K - $2.47K
Td Ameritrade Holding Cp
Q4 2020 Filed on Feb 11, 2021
61
N/A
AA
Alcoa Corp

Basic Materials
Q4 2020 Filed on Feb 11, 2021
400
$11.39 - $24.01 $4.56K - $9.6K
NGD
New Gold Inc.

Basic Materials
Q4 2020 Filed on Feb 11, 2021
100
$1.73 - $2.37 $173 - $237
NWL
Newell Brands Inc.

Consumer Defensive
Q4 2020 Filed on Feb 11, 2021
104
$16.66 - $22.03 $1.73K - $2.29K
Unilever N V N Y Shs New
Q4 2020 Filed on Feb 11, 2021
8,679
N/A
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
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
NTAP
Net App, Inc.

Technology
Q4 2020 Filed on Feb 11, 2021
175
$42.29 - $66.24 $7.4K - $11.6K
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
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q4 2020 Filed on Feb 11, 2021
1,614
$50.66 - $50.76 $81.8K - $81.9K
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
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