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
VIVO
Meridian Bioscience Inc

Healthcare
Q3 2020 Filed on Oct 28, 2020
26
$13.54 - $26.41 $352 - $687
Just Energy Group Inc Com
Q3 2020 Filed on Oct 28, 2020
1,327
N/A
BCH
Bank Of Chile

Financial Services
Q3 2020 Filed on Oct 28, 2020
43
$14.91 - $19.91 $641 - $856
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
Q3 2020 Filed on Oct 28, 2020
1,799
$26.67 - $28.57 $48K - $51.4K
GLPG
Galapagos Nv

Healthcare
Q3 2020 Filed on Oct 28, 2020
4
$122.47 - $213.56 $490 - $854
GBT
Global Blood Therapeutics, Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
1
$52.76 - $74.49 $52.8 - $74.5
WW
Ww International, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 28, 2020
0
$18.12 - $26.88 $0 - $0
ZYNE
Zynerba Pharmaceuticals, Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
0
$3.23 - $4.3 $0 - $0
FDM
First Trust Dow Jones Select M

ETFs
Q3 2020 Filed on Oct 28, 2020
206
$36.03 - $41.89 $7.42K - $8.63K
OGI
Organigram Holdings Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
3,500
$1.01 - $1.62 $3.54K - $5.67K
REAL
The Real Real, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 28, 2020
7,500
$12.01 - $17.67 $90.1K - $133K
Flir Systems Inc
Q3 2020 Filed on Oct 28, 2020
1,000
N/A
Magnite Inc Com
Q3 2020 Filed on Oct 28, 2020
1,500
N/A
ALRM
Alarm.Com Holdings, Inc.

Technology
Q3 2020 Filed on Oct 28, 2020
1,500
$53.74 - $73.49 $80.6K - $110K
Smith & Wesson Hldg Corp
Q2 2020 Filed on Jul 20, 2020
35
N/A
VALE
Vale S.A.

Basic Materials
Q2 2020 Filed on Jul 20, 2020
150
$7.58 - $11.27 $1.14K - $1.69K
ARR
Armour Residential Reit, Inc.

Real Estate
Q2 2020 Filed on Jul 20, 2020
250
$6.27 - $10.07 $1.57K - $2.52K
LPSN
Liveperson Inc

Technology
Q2 2020 Filed on Jul 20, 2020
72
$20.0 - $41.5 $1.44K - $2.99K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
Q2 2020 Filed on Jul 20, 2020
1,202
$19.8 - $28.27 $23.8K - $34K
United States Oil Fund
Q2 2020 Filed on Jul 20, 2020
48,965
N/A
BBH
Vaneck ETF Tr Biotech ETF

ETFs
Q2 2020 Filed on Jul 20, 2020
10
$124.43 - $164.89 $1.24K - $1.65K
Allianzgi Conv & Income Fd
Q2 2020 Filed on Jul 20, 2020
4,000
N/A
Chesapeake Energy Corporation
Q2 2020 Filed on Jul 20, 2020
167
N/A
VOYA
Voya Financial, Inc.

Financial Services
Q2 2020 Filed on Jul 20, 2020
990
$36.97 - $53.39 $36.6K - $52.9K
BG
Bungeltd

Consumer Defensive
Q2 2020 Filed on Jul 20, 2020
315
$34.2 - $43.81 $10.8K - $13.8K
Concho Resources
Q2 2020 Filed on Jul 20, 2020
431
N/A
Flexion Therapeutics Inc Com
Q2 2020 Filed on Jul 20, 2020
392
N/A
Ishares Ibonds Dec 2019 Term Corporate ETF
Q2 2020 Filed on Jul 20, 2020
9,541
N/A
CYBR
Cyber Ark Software Ltd.

Technology
Q2 2020 Filed on Jul 20, 2020
300
$76.75 - $114.77 $23K - $34.4K
PNFP
Pinnacle Financial Partners Inc

Financial Services
Q2 2020 Filed on Jul 20, 2020
1,719
$33.24 - $48.98 $57.1K - $84.2K
AIR
Aar Corp

Industrials
Q2 2020 Filed on Jul 20, 2020
0
$14.92 - $28.98 $0 - $0
HA
Hawaiian Holdings Inc

Industrials
Q2 2020 Filed on Jul 20, 2020
754
$9.54 - $21.2 $7.19K - $16K
Global X Mlp & Energy Infrastructure ETF
Q2 2020 Filed on Jul 20, 2020
2,555
N/A
Frontier Communications Corp Com New
Q2 2020 Filed on Jul 20, 2020
1
N/A
Vermillion Inc Com New
Q2 2020 Filed on Jul 20, 2020
0
N/A
SAR
Saratoga Investment Corp.

Financial Services
Q2 2020 Filed on Jul 20, 2020
1,000
$9.51 - $18.71 $9.51K - $18.7K
Apergy Corp Com
Q2 2020 Filed on Jul 20, 2020
72
N/A
Mutualfirst Financial Inc.
Q2 2020 Filed on Jul 20, 2020
19,118
N/A
NBHC
National Bank Holdings Corp

Financial Services
Q2 2020 Filed on Jul 20, 2020
2,787
$21.59 - $30.89 $60.2K - $86.1K
RWX
Spdr Dow Jones International R

ETFs
Q2 2020 Filed on Jul 20, 2020
1,892
$24.67 - $31.96 $46.7K - $60.5K
Stars Group Inc Com
Q2 2020 Filed on Jul 20, 2020
1,175
N/A
OSBC
Old Second Bancorp Inc

Financial Services
Q2 2020 Filed on Jul 20, 2020
4,466
$6.24 - $8.95 $27.9K - $40K
FEN
First Trust Energy Income & Growth Fund

Financial Services
Q2 2020 Filed on Jul 20, 2020
100
$8.76 - $13.06 $876 - $1.31K
HYD
Vaneck High Yield Muni ETF

ETFs
Q2 2020 Filed on Jul 20, 2020
107
$50.76 - $59.28 $5.43K - $6.34K
MMYT
Make My Trip LTD

Consumer Cyclical
Q2 2020 Filed on Jul 20, 2020
463
$10.96 - $18.71 $5.07K - $8.66K
SYN
Synthetic Biologics, Inc.

Healthcare
Q2 2020 Filed on Jul 20, 2020
0
$2.8 - $5.7 $0 - $0
Clearbridge Mlp And Midstrm Tr Com
Q2 2020 Filed on Jul 20, 2020
250
N/A
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q2 2020 Filed on Jul 20, 2020
50
$29.54 - $36.83 $1.48K - $1.84K
Clearbridge Energy Midstrm Opp Com
Q2 2020 Filed on Jul 20, 2020
338
N/A
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