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
GDRX
Good Rx Holdings, Inc.

Healthcare
Q4 2020 Filed on Feb 11, 2021
200
$33.76 - $57.16 $6.75K - $11.4K
OTRK
Ontrak, Inc.

Healthcare
Q4 2020 Filed on Feb 11, 2021
10
$23.81 - $25.25 $238 - $253
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
Q4 2020 Filed on Feb 11, 2021
42
$90.72 - $167.32 $3.81K - $7.03K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
Q4 2020 Filed on Feb 11, 2021
2,000
$7.23 - $7.87 $14.5K - $15.7K
IQI
Invesco Quality Municipal Income Trust

Financial Services
Q4 2020 Filed on Feb 11, 2021
2,000
$12.09 - $13.04 $24.2K - $26.1K
TBT
Proshares Ultrashort 20+Year T

ETFs
Q4 2020 Filed on Feb 11, 2021
25
$15.66 - $17.15 $392 - $429
NUGT
Direxion Shs ETF Tr Daily Gold

ETFs
Q4 2020 Filed on Feb 11, 2021
400
$59.92 - $92.96 $24K - $37.2K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q4 2020 Filed on Feb 11, 2021
0
$29.07 - $35.03 $0 - $0
TCS
Container Store Group, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 11, 2021
200
$7.79 - $12.82 $1.56K - $2.56K
TPIC
Tpi Composites, Inc

Industrials
Q4 2020 Filed on Feb 11, 2021
100
$29.18 - $58.26 $2.92K - $5.83K
PHI
Pldt Inc.

Communication Services
Q4 2020 Filed on Feb 11, 2021
14
$25.91 - $30.19 $363 - $423
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
Q4 2020 Filed on Feb 11, 2021
1
N/A
Cnx Midstream Partners LP Com Unit Repst
Q4 2020 Filed on Feb 11, 2021
0
N/A
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
Q4 2020 Filed on Feb 11, 2021
1,368
$23.73 - $28.49 $32.5K - $39K
ABUS
Arbutus Biopharma Corp

Healthcare
Q4 2020 Filed on Feb 11, 2021
8,000
$2.76 - $4.97 $22.1K - $39.8K
Livongo Health Inc Com
Q4 2020 Filed on Feb 11, 2021
0
N/A
CHGG
Chegg, Inc

Consumer Defensive
Q4 2020 Filed on Feb 11, 2021
100
$66.09 - $93.89 $6.61K - $9.39K
VXRT
Vaxart, Inc.

Healthcare
Q4 2020 Filed on Feb 11, 2021
200
$3.5 - $7.98 $700 - $1.6K
GCO
Genesco Inc

Consumer Cyclical
Q3 2020 Filed on Oct 28, 2020
833
$14.38 - $27.03 $12K - $22.5K
SEE
Sealed Air Corp

Consumer Cyclical
Q3 2020 Filed on Oct 28, 2020
182
$32.4 - $41.76 $5.9K - $7.6K
CUK
Carnival PLC

Consumer Cyclical
Q3 2020 Filed on Oct 28, 2020
174
$10.63 - $15.63 $1.85K - $2.72K
Newpark Res Inc Com Par $.01 New
Q3 2020 Filed on Oct 28, 2020
86
N/A
Vivo Participacoes Sa Sponsored Adr
Q3 2020 Filed on Oct 28, 2020
100
N/A
BATRA
Liberty Media Corp

Communication Services
Q3 2020 Filed on Oct 28, 2020
290
$17.84 - $21.46 $5.17K - $6.22K
IEX
Idex Corp

Industrials
Q3 2020 Filed on Oct 28, 2020
26
$155.84 - $186.52 $4.05K - $4.85K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
Q3 2020 Filed on Oct 28, 2020
159
$79.94 - $102.49 $12.7K - $16.3K
VRA
Vera Bradley, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 28, 2020
15
$3.98 - $8.33 $59.7 - $125
SLF
Sun Life Financial Inc

Financial Services
Q3 2020 Filed on Oct 28, 2020
51
$36.0 - $43.34 $1.84K - $2.21K
SUB
Ishares Short Term National Mu

ETFs
Q3 2020 Filed on Oct 28, 2020
1,150
$107.69 - $108.53 $124K - $125K
HCSG
Healthcare Services Group Inc

Healthcare
Q3 2020 Filed on Oct 28, 2020
70
$20.2 - $27.54 $1.41K - $1.93K
AVT
Avnet Inc

Technology
Q3 2020 Filed on Oct 28, 2020
168
$25.05 - $29.22 $4.21K - $4.91K
INVH
Invitation Homes Inc.

Real Estate
Q3 2020 Filed on Oct 28, 2020
387
$26.44 - $30.2 $10.2K - $11.7K
AZUL
Azul Sa

Industrials
Q3 2020 Filed on Oct 28, 2020
864
$11.18 - $16.73 $9.66K - $14.5K
PRAA
Pra Group Inc

Financial Services
Q3 2020 Filed on Oct 28, 2020
27
$35.85 - $46.7 $968 - $1.26K
EPP
Ishares Inc

ETFs
Q3 2020 Filed on Oct 28, 2020
166
$40.07 - $42.95 $6.65K - $7.13K
TNC
Tennant CO

Industrials
Q3 2020 Filed on Oct 28, 2020
18
$59.68 - $72.17 $1.07K - $1.3K
Aspen Technology Inc Com
Q3 2020 Filed on Oct 28, 2020
27
N/A
EGP
Eastgroup Properties Inc

Real Estate
Q3 2020 Filed on Oct 28, 2020
100
$116.57 - $137.0 $11.7K - $13.7K
ENV
Envestnet, Inc.

Technology
Q3 2020 Filed on Oct 28, 2020
20
$74.11 - $89.04 $1.48K - $1.78K
MAC
Macerich CO

Real Estate
Q3 2020 Filed on Oct 28, 2020
14
$6.72 - $8.97 $94.1 - $126
ACGL
Arch Capital Group Ltd.

Financial Services
Q3 2020 Filed on Oct 28, 2020
421
$27.04 - $32.85 $11.4K - $13.8K
ARW
Arrow Electronics Inc

Technology
Q3 2020 Filed on Oct 28, 2020
90
$65.35 - $81.45 $5.88K - $7.33K
HHC
Howard Hughes Corp

Real Estate
Q3 2020 Filed on Oct 28, 2020
70
$48.15 - $61.97 $3.37K - $4.34K
Cornerstone Ondemand Inc Com
Q3 2020 Filed on Oct 28, 2020
41
N/A
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
Q3 2020 Filed on Oct 28, 2020
1,107
$15.22 - $19.98 $16.8K - $22.1K
IART
Integra Lifesciences Holdings Corp

Healthcare
Q3 2020 Filed on Oct 28, 2020
42
$43.33 - $51.72 $1.82K - $2.17K
OSIS
Osi Systems Inc

Technology
Q3 2020 Filed on Oct 28, 2020
9
$67.1 - $80.62 $604 - $726
PBRA
Petroleo Bras Ads (Ea Reptg 2
Q3 2020 Filed on Oct 28, 2020
467
N/A
Allergan PLC Shs
Q3 2020 Filed on Oct 28, 2020
145
N/A
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