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
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
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
PHR
Phreesia, Inc.

Healthcare
Q4 2020 Filed on Feb 11, 2021
670
$30.74 - $57.9 $20.6K - $38.8K
SPH
Suburban Propane Partners LP

Utilities
Q4 2020 Filed on Feb 11, 2021
200
$14.17 - $18.1 $2.83K - $3.62K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
Q4 2020 Filed on Feb 11, 2021
1,245
$8.24 - $15.73 $10.3K - $19.6K
Wedbush Etfmg Global Cloud Technology ETF
Q4 2020 Filed on Feb 11, 2021
7
N/A
FUV
Arcimoto Inc

Consumer Cyclical
Q4 2020 Filed on Feb 11, 2021
30,487
$5.39 - $17.01 $164K - $519K
EQH
Equitable Holdings, Inc.

Financial Services
Q4 2020 Filed on Feb 11, 2021
126
$18.5 - $27.12 $2.33K - $3.42K
Livongo Health Inc Com
Q4 2020 Filed on Feb 11, 2021
406
N/A
American Intl Group Inc Wt Exp 011921
Q4 2020 Filed on Feb 11, 2021
2
N/A
SH
Proshares Short S&P500 New (De

ETFs
Q4 2020 Filed on Feb 11, 2021
400
$17.97 - $20.76 $7.19K - $8.3K
BTEGF
Baytex Energy Corp.

Energy
Q4 2020 Filed on Feb 11, 2021
53,200
$0.3 - $0.66 $16K - $35.1K
CSII
Cardiovascular Systems Inc

Healthcare
Q4 2020 Filed on Feb 11, 2021
47
$34.3 - $44.09 $1.61K - $2.07K
Spdr Gold Minishares Trust
Q4 2020 Filed on Feb 11, 2021
811
N/A
CBOE
Cboe Global Markets, Inc.

Financial Services
Q4 2020 Filed on Feb 11, 2021
0
$78.47 - $93.73 $0 - $0
DT
Dynatrace, Inc.

Technology
Q4 2020 Filed on Feb 11, 2021
1,000
$34.36 - $44.51 $34.4K - $44.5K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
Q4 2020 Filed on Feb 11, 2021
167
$30.69 - $35.46 $5.13K - $5.92K
Pacific Drilling Sa Luxembourg Com
Q4 2020 Filed on Feb 11, 2021
7,500
N/A
PSQ
Proshares Short Qqq

ETFs
Q4 2020 Filed on Feb 11, 2021
200
$72.05 - $84.7 $14.4K - $16.9K
Proshares Ultrapro Short S&P500
Q4 2020 Filed on Feb 11, 2021
1,750
N/A
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
Q4 2020 Filed on Feb 11, 2021
2,000
$13.49 - $14.95 $27K - $29.9K
XITK
Spdr Ser Tr Factset Innovative

ETFs
Q4 2020 Filed on Feb 11, 2021
2
$169.47 - $224.51 $339 - $449
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