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
GDDY
Go Daddy Inc.

Technology
Q3 2020 Filed on Oct 28, 2020
32
$66.97 - $85.23 $2.14K - $2.73K
TRU
Trans Union

Industrials
Q3 2020 Filed on Oct 28, 2020
119
$80.25 - $92.25 $9.55K - $11K
FMX
Mexican Economic Development Inc

Consumer Defensive
Q3 2020 Filed on Oct 28, 2020
44
$54.32 - $62.48 $2.39K - $2.75K
BIO
Bio Rad Laboratories, Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
120
$454.43 - $535.6 $54.5K - $64.3K
PSTG
Pure Storage, Inc.

Technology
Q3 2020 Filed on Oct 28, 2020
748
$14.4 - $18.16 $10.8K - $13.6K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
Q3 2020 Filed on Oct 28, 2020
3
$40.7 - $46.8 $122 - $140
NTNX
Nutanix, Inc.

Technology
Q3 2020 Filed on Oct 28, 2020
24
$20.35 - $28.71 $488 - $689
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 28, 2020
0
$19.6 - $23.31 $0 - $0
BGR
Black Rock Energy & Resources Trust

Financial Services
Q3 2020 Filed on Oct 28, 2020
1,000
$5.91 - $7.44 $5.91K - $7.44K
INVA
Innoviva, Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
3,227
$10.33 - $14.49 $33.3K - $46.8K
MEOH
Methanex Corp

Basic Materials
Q3 2020 Filed on Oct 28, 2020
0
$17.95 - $25.15 $0 - $0
AMN
Amn Healthcare Services Inc

Healthcare
Q3 2020 Filed on Oct 28, 2020
32
$42.52 - $58.64 $1.36K - $1.88K
IMAX
Imax Corp

Communication Services
Q3 2020 Filed on Oct 28, 2020
0
$10.55 - $16.01 $0 - $0
J
Jacobs Engineering Group Inc

Industrials
Q3 2020 Filed on Oct 28, 2020
692
$78.57 - $94.87 $54.4K - $65.7K
Whiting Petroleum Corporation
Q3 2020 Filed on Oct 28, 2020
195
N/A
BNS
Bank Of Nova Scotia

Financial Services
Q3 2020 Filed on Oct 28, 2020
109
$39.85 - $44.28 $4.34K - $4.83K
Match Group Inc Com
Q3 2020 Filed on Oct 28, 2020
8
N/A
Hudson LTD Com Cl A
Q3 2020 Filed on Oct 28, 2020
56
N/A
ASX
Ase Technology Holding Co., Ltd.

Technology
Q3 2020 Filed on Oct 28, 2020
495
$3.95 - $5.12 $1.96K - $2.53K
ECPG
Encore Capital Group Inc

Financial Services
Q3 2020 Filed on Oct 28, 2020
148
$30.87 - $48.43 $4.57K - $7.17K
Regeneration Technologies Inc Del
Q3 2020 Filed on Oct 28, 2020
100
N/A
VOOG
Vanguard S&P 500 Growth ETF

ETFs
Q3 2020 Filed on Oct 28, 2020
42
$188.86 - $225.18 $7.93K - $9.46K
PGJ
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Oct 28, 2020
300
$49.08 - $55.3 $14.7K - $16.6K
CAJ
Canon Inc

Technology
Q3 2020 Filed on Oct 28, 2020
157
$16.17 - $20.37 $2.54K - $3.2K
FWRD
Forward Air Corp

Industrials
Q3 2020 Filed on Oct 28, 2020
20
$46.57 - $60.79 $931 - $1.22K
NWSA
News Corp

Communication Services
Q3 2020 Filed on Oct 28, 2020
39
$11.73 - $15.64 $457 - $610
ALLE
Allegion PLC

Industrials
Q3 2020 Filed on Oct 28, 2020
32
$95.37 - $111.6 $3.05K - $3.57K
Maxim Integrated Prods
Q3 2020 Filed on Oct 28, 2020
1,112
N/A
KN
Knowles Corp

Technology
Q3 2020 Filed on Oct 28, 2020
211
$14.28 - $16.04 $3.01K - $3.38K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q3 2020 Filed on Oct 28, 2020
860
$26.54 - $27.18 $22.8K - $23.4K
PEGA
Pegasystems Inc

Technology
Q3 2020 Filed on Oct 28, 2020
30
$98.16 - $134.82 $2.94K - $4.04K
Tech Data Corp Com
Q3 2020 Filed on Oct 28, 2020
7
N/A
MGV
Vanguard Mega Cap Value

ETFs
Q3 2020 Filed on Oct 28, 2020
415
$72.37 - $80.17 $30K - $33.3K
G
Genpact LTD

Technology
Q3 2020 Filed on Oct 28, 2020
258
$34.93 - $42.71 $9.01K - $11K
BSJN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q3 2020 Filed on Oct 28, 2020
1,000
$24.03 - $24.89 $24K - $24.9K
AZTA
Azenta, Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
1,116
$42.77 - $56.69 $47.7K - $63.3K
PSO
Pearson PLC

Communication Services
Q3 2020 Filed on Oct 28, 2020
0
$6.21 - $8.19 $0 - $0
HOPE
Hope Bancorp Inc

Financial Services
Q3 2020 Filed on Oct 28, 2020
84
$7.11 - $9.12 $597 - $766
New Age Beverages Corp Com
Q3 2020 Filed on Oct 28, 2020
25
N/A
WAT
Waters Corp

Healthcare
Q3 2020 Filed on Oct 28, 2020
13
$180.15 - $227.45 $2.34K - $2.96K
MMSI
Merit Medical Systems Inc

Healthcare
Q3 2020 Filed on Oct 28, 2020
12
$40.13 - $49.82 $482 - $598
CMS
Cms Energy Corp

Utilities
Q3 2020 Filed on Oct 28, 2020
203
$58.99 - $64.18 $12K - $13K
Realpage Inc Com
Q3 2020 Filed on Oct 28, 2020
113
N/A
HUN
Huntsman Corp

Basic Materials
Q3 2020 Filed on Oct 28, 2020
29
$16.91 - $24.02 $490 - $697
WTFC
Wintrust Financial Corp

Financial Services
Q3 2020 Filed on Oct 28, 2020
26
$37.67 - $47.44 $979 - $1.23K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
Q3 2020 Filed on Oct 28, 2020
999
$5.95 - $6.67 $5.94K - $6.66K
FNB
Fnb Corp

Financial Services
Q3 2020 Filed on Oct 28, 2020
106
$6.45 - $8.19 $684 - $868
BOKF
Bok Financial Corp

Financial Services
Q3 2020 Filed on Oct 28, 2020
12
$48.95 - $62.15 $587 - $746
FLO
Flowers Foods Inc

Consumer Defensive
Q3 2020 Filed on Oct 28, 2020
18
$21.69 - $25.09 $390 - $452
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