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
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
MTD
Mettler Toledo International Inc

Healthcare
Q3 2020 Filed on Oct 28, 2020
17
$804.79 - $1005.15 $13.7K - $17.1K
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
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
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q3 2020 Filed on Oct 28, 2020
259
$55.74 - $61.54 $14.4K - $15.9K
ICPT
Intercept Pharmaceuticals, Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
2,475
$39.09 - $53.44 $96.7K - $132K
APOG
Apogee Enterprises, Inc.

Industrials
Q3 2020 Filed on Oct 28, 2020
35
$19.49 - $23.65 $682 - $828
OMCL
Omnicell, Inc

Healthcare
Q3 2020 Filed on Oct 28, 2020
10
$63.15 - $77.12 $632 - $771
NBIX
Neurocrine Biosciences Inc

Healthcare
Q3 2020 Filed on Oct 28, 2020
3
$96.16 - $135.15 $288 - $405
RMD
Resmed Inc

Healthcare
Q3 2020 Filed on Oct 28, 2020
4
$168.14 - $205.63 $673 - $823
NVEE
Nv5 Global, Inc.

Industrials
Q3 2020 Filed on Oct 28, 2020
250
$48.02 - $63.58 $12K - $15.9K
OUT
Outfront Media Inc.

Real Estate
Q3 2020 Filed on Oct 28, 2020
20
$13.16 - $17.47 $263 - $349
IPGP
Ipg Photonics Corp

Technology
Q3 2020 Filed on Oct 28, 2020
3
$150.44 - $183.07 $451 - $549
ELY
Callaway Golf CO

Consumer Cyclical
Q3 2020 Filed on Oct 28, 2020
1,864
$16.37 - $21.55 $30.5K - $40.2K
Tiffany & CO
Q3 2020 Filed on Oct 28, 2020
22
N/A
DY
Dycom Industries Inc

Industrials
Q3 2020 Filed on Oct 28, 2020
1
$37.36 - $65.05 $37.4 - $65.1
GHC
Graham Holdings CO

Consumer Defensive
Q3 2020 Filed on Oct 28, 2020
4
$331.16 - $444.97 $1.32K - $1.78K
SUM
Summit Materials, Inc.

Basic Materials
Q3 2020 Filed on Oct 28, 2020
147
$14.72 - $18.35 $2.16K - $2.7K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
Q3 2020 Filed on Oct 28, 2020
400
$9.63 - $15.08 $3.85K - $6.03K
China Unicom LTD Spons Adr
Q3 2020 Filed on Oct 28, 2020
470
N/A
Cabot Microelectronics Cp
Q3 2020 Filed on Oct 28, 2020
87
N/A
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