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
QTRX
Quanterix Corp

Healthcare
Q3 2020 Filed on Oct 28, 2020
536
$26.91 - $37.47 $14.4K - $20.1K
DNLI
Denali Therapeutics Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
397
$23.13 - $38.84 $9.18K - $15.4K
UTHR
United Therapeutics Corp

Healthcare
Q3 2020 Filed on Oct 28, 2020
7
$99.9 - $121.13 $699 - $848
CHT
Chunghwa Telecom CO LTD

Communication Services
Q3 2020 Filed on Oct 28, 2020
256
$36.22 - $38.4 $9.27K - $9.83K
ADUS
Addus Home Care Corp

Healthcare
Q3 2020 Filed on Oct 28, 2020
8
$86.58 - $101.98 $693 - $816
LCI
Lannett CO Inc

Healthcare
Q3 2020 Filed on Oct 28, 2020
137
$4.9 - $7.12 $671 - $975
IGIC
International General Insurance Holdings Ltd.

Financial Services
Q3 2020 Filed on Oct 28, 2020
615
$6.22 - $7.31 $3.83K - $4.5K
EFC
Ellington Financial Inc.

Real Estate
Q3 2020 Filed on Oct 28, 2020
744
$11.02 - $13.19 $8.2K - $9.81K
SMP
Standard Motor Products, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 28, 2020
89
$38.1 - $48.66 $3.39K - $4.33K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
Q3 2020 Filed on Oct 28, 2020
0
$35.77 - $41.23 $0 - $0
IYT
Ishares Tr U.S. Transportation

ETFs
Q3 2020 Filed on Oct 28, 2020
33
$162.03 - $205.25 $5.35K - $6.77K
VMI
Valmont Industries Inc

Industrials
Q3 2020 Filed on Oct 28, 2020
18
$111.58 - $132.72 $2.01K - $2.39K
BGH
Barings Global Short Duration High Yield Fund

Financial Services
Q3 2020 Filed on Oct 28, 2020
2,000
$12.51 - $13.73 $25K - $27.5K
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q3 2020 Filed on Oct 28, 2020
305
$30.69 - $30.73 $9.36K - $9.37K
Proshares Ultra Short Financials
Q3 2020 Filed on Oct 28, 2020
226
N/A
SITE
Site One Landscape Supply, Inc.

Industrials
Q3 2020 Filed on Oct 28, 2020
215
$106.6 - $131.94 $22.9K - $28.4K
Magnite Inc Com
Q3 2020 Filed on Oct 28, 2020
2,405
N/A
NEP
Nextera Energy Partners, LP

Utilities
Q3 2020 Filed on Oct 28, 2020
286
$52.52 - $63.55 $15K - $18.2K
Pra Health Sciences Inc Com
Q3 2020 Filed on Oct 28, 2020
8
N/A
FTLS
First Tr Long/Short Equity ETF

ETFs
Q3 2020 Filed on Oct 28, 2020
2,016
$40.88 - $44.98 $82.4K - $90.7K
HCKT
Hackett Group, Inc.

Technology
Q3 2020 Filed on Oct 28, 2020
390
$11.18 - $14.42 $4.36K - $5.62K
SAFM
Sanderson Farms Inc

Consumer Defensive
Q3 2020 Filed on Oct 28, 2020
80
$110.46 - $126.75 $8.84K - $10.1K
KRNT
Kornit Digital Ltd.

Industrials
Q3 2020 Filed on Oct 28, 2020
35
$50.41 - $65.55 $1.76K - $2.29K
RUN
Sunrun Inc.

Technology
Q3 2020 Filed on Oct 28, 2020
226
$19.84 - $77.07 $4.48K - $17.4K
AVXL
Anavex Life Sciences Corp.

Healthcare
Q3 2020 Filed on Oct 28, 2020
500
$3.8 - $5.0 $1.9K - $2.5K
THM
International Tower Hill Mines LTD

Basic Materials
Q3 2020 Filed on Oct 28, 2020
1,000
$1.23 - $2.09 $1.23K - $2.09K
Magellan Health Inc Com New
Q3 2020 Filed on Oct 28, 2020
8
N/A
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
Q3 2020 Filed on Oct 28, 2020
463
$19.28 - $20.52 $8.93K - $9.5K
PAHC
Phibro Animal Health Corp

Healthcare
Q3 2020 Filed on Oct 28, 2020
21
$17.36 - $26.36 $365 - $554
CROX
Crocs, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 28, 2020
1,983
$33.48 - $44.02 $66.4K - $87.3K
ITGR
Integer Holdings Corp

Healthcare
Q3 2020 Filed on Oct 28, 2020
9
$56.2 - $72.29 $506 - $651
Seacor Holdings Inc Com
Q3 2020 Filed on Oct 28, 2020
24
N/A
THG
Hanover Insurance Group, Inc.

Financial Services
Q3 2020 Filed on Oct 28, 2020
6
$89.1 - $107.36 $535 - $644
EWX
Spdr S&P Emerging Markets Smal

ETFs
Q3 2020 Filed on Oct 28, 2020
542
$41.35 - $45.9 $22.4K - $24.9K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 28, 2020
0
$8.69 - $14.39 $0 - $0
ZTO
Zto Express (Cayman) Inc.

Industrials
Q3 2020 Filed on Oct 28, 2020
150
$28.68 - $37.88 $4.3K - $5.68K
MYOV
Myovant Sciences Ltd.

Healthcare
Q3 2020 Filed on Oct 28, 2020
100
$14.05 - $22.6 $1.41K - $2.26K
DSL
Double Line Income Solutions Fund

Financial Services
Q3 2020 Filed on Oct 28, 2020
275
$15.44 - $16.78 $4.25K - $4.61K
ASH
Ashland Global Holdings Inc

Basic Materials
Q3 2020 Filed on Oct 28, 2020
32
$67.37 - $79.65 $2.16K - $2.55K
CGEN
Compugen LTD

Healthcare
Q3 2020 Filed on Oct 28, 2020
559
$14.16 - $19.45 $7.92K - $10.9K
Credit Suisse X Links Monthly Pay 2 Xleveraged Mortgage Reit Etn
Q3 2020 Filed on Oct 28, 2020
1,146
N/A
MARK
Remark Holdings, Inc.

Technology
Q3 2020 Filed on Oct 28, 2020
1,840
$0.99 - $2.59 $1.82K - $4.77K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
Q3 2020 Filed on Oct 28, 2020
1,432
$10.67 - $11.23 $15.3K - $16.1K
UONE
Urban One, Inc.

Communication Services
Q3 2020 Filed on Oct 28, 2020
40
$3.43 - $19.63 $137 - $785
UONEK
Urban One Inc Cl D Non Vtg

Communication Services
Q3 2020 Filed on Oct 28, 2020
760
$0.85 - $2.37 $646 - $1.8K
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q3 2020 Filed on Oct 28, 2020
1,961
$37.34 - $39.15 $73.2K - $76.8K
SAFE
Safehold Inc.

Real Estate
Q3 2020 Filed on Oct 28, 2020
10
$48.19 - $63.29 $482 - $633
CODX
Co Diagnostics, Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
1,000
$8.24 - $30.8 $8.24K - $30.8K
CNMD
Conmed Corp

Healthcare
Q3 2020 Filed on Oct 28, 2020
9
$69.87 - $89.2 $629 - $803
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