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
RODM
Hartford Multifactor Developed

ETFs
Q2 2020 Filed on Jul 20, 2020
98
$20.95 - $26.59 $2.05K - $2.61K
CAL
Caleres Inc

Consumer Cyclical
Q2 2020 Filed on Jul 20, 2020
500
$3.37 - $10.86 $1.69K - $5.43K
O'Shares Ftse U.S. Quality Dividend ETF
Q2 2020 Filed on Jul 20, 2020
73
N/A
ALGT
Allegiant Travel CO

Industrials
Q2 2020 Filed on Jul 20, 2020
7
$66.23 - $133.75 $464 - $936
Instructure Inc Com
Q1 2020 Filed on Apr 13, 2020
122
N/A
Ingersoll Rand PLC Shs
Q1 2020 Filed on Apr 13, 2020
445
N/A
Aon Corp
Q1 2020 Filed on Apr 13, 2020
1,666
N/A
UBFO
United Security Bancshares

Financial Services
Q1 2020 Filed on Apr 13, 2020
1,830
$5.2 - $10.58 $9.52K - $19.4K
Mts Sys Corp Com
Q1 2020 Filed on Apr 13, 2020
12
N/A
Raytheon CO Com New
Q1 2020 Filed on Apr 13, 2020
12,625
N/A
WT
Wisdomtree, Inc.
Q1 2020 Filed on Apr 13, 2020
89
N/A
TR
Tootsie Roll Industries Inc

Consumer Defensive
Q1 2020 Filed on Apr 13, 2020
1,105
$30.16 - $35.39 $33.3K - $39.1K
United Technologies Corp Com
Q1 2020 Filed on Apr 13, 2020
31,200
N/A
SATS
Echo Star Corp

Technology
Q1 2020 Filed on Apr 13, 2020
1,000
$26.72 - $43.39 $26.7K - $43.4K
VBTX
Veritex Holdings, Inc.

Financial Services
Q1 2020 Filed on Apr 13, 2020
999
$10.77 - $29.35 $10.8K - $29.3K
Aqua America Inc Com
Q1 2020 Filed on Apr 13, 2020
1,981
N/A
SAM
Boston Beer CO Inc

Consumer Defensive
Q1 2020 Filed on Apr 13, 2020
160
$306.3 - $429.0 $49K - $68.6K
BLKB
Blackbaud Inc

Technology
Q1 2020 Filed on Apr 13, 2020
60
$40.29 - $82.17 $2.42K - $4.93K
Senestech Inc Com
Q1 2020 Filed on Apr 13, 2020
17,800
N/A
Liberty Ppty Tr Sh Ben Int
Q1 2020 Filed on Apr 13, 2020
1,083
N/A
Intrexon Corp Com
Q1 2020 Filed on Apr 13, 2020
10,569
N/A
WATT
Energous Corp

Technology
Q1 2020 Filed on Apr 13, 2020
40
$0.74 - $2.06 $29.6 - $82.4
Spdr Series Trust S&P Oil Gas Expl & Prodtn ETF
Q1 2020 Filed on Apr 13, 2020
183
N/A
Legg Mason Inc Com
Q1 2020 Filed on Apr 13, 2020
130
N/A
CEMI
Chembio Diagnostics, Inc.

Healthcare
Q1 2020 Filed on Apr 13, 2020
226
$2.36 - $5.6 $533 - $1.27K
KLIC
Kulicke & Soffa Industries Inc

Technology
Q1 2020 Filed on Apr 13, 2020
1,782
$18.21 - $28.28 $32.5K - $50.4K
CURE
Direxion Daily Healthcare Bull

ETFs
Q1 2020 Filed on Apr 13, 2020
905
$24.59 - $79.8 $22.3K - $72.2K
ALKS
Alkermes Plc.

Healthcare
Q1 2020 Filed on Apr 13, 2020
20
$13.06 - $21.24 $261 - $425
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
Q1 2020 Filed on Apr 13, 2020
2,166
$5.79 - $9.11 $12.5K - $19.7K
Forescout Technologies Inc Com
Q1 2020 Filed on Apr 13, 2020
26
N/A
Invivo Therapeutics Hldgs Corp Com
Q1 2020 Filed on Apr 13, 2020
254
N/A
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
Q1 2020 Filed on Apr 13, 2020
1,247
$10.44 - $19.68 $13K - $24.5K
CRUS
Cirrus Logic, Inc.

Technology
Q1 2020 Filed on Apr 13, 2020
700
$50.55 - $86.04 $35.4K - $60.2K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q1 2020 Filed on Apr 13, 2020
4
N/A
COLM
Columbia Sportswear CO

Consumer Cyclical
Q1 2020 Filed on Apr 13, 2020
689
$56.23 - $101.24 $38.7K - $69.8K
FLS
Flowserve Corp

Industrials
Q1 2020 Filed on Apr 13, 2020
17
$19.24 - $50.68 $327 - $862
RGS
Regis Corp

Consumer Cyclical
Q1 2020 Filed on Apr 13, 2020
1,000
$5.91 - $18.07 $5.91K - $18.1K
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q1 2020 Filed on Apr 13, 2020
5
$111.48 - $162.1 $557 - $811
IGC
India Globalization Capital, Inc.

Industrials
Q1 2020 Filed on Apr 13, 2020
100
$0.3 - $0.78 $30 - $78
Volt Information Sciences Inc Com
Q1 2020 Filed on Apr 13, 2020
148
N/A
RH
Rh

Consumer Cyclical
Q1 2020 Filed on Apr 13, 2020
218
$80.43 - $252.1 $17.5K - $55K
Avianca Hldgs Sa Spon Adr Rep Pfd
Q1 2020 Filed on Apr 13, 2020
5,449
N/A
ZNOG
Zion Oil & Gas Inc

Energy
Q1 2020 Filed on Apr 13, 2020
75
$0.14 - $0.52 $10.5 - $39
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
Q1 2020 Filed on Apr 13, 2020
459
$32.37 - $45.0 $14.9K - $20.7K
LABU
Direxion Daily S&P Biotech Bul

ETFs
Q1 2020 Filed on Apr 13, 2020
1,053
$293.8 - $1234.6 $309K - $1.3M
MNA
Iq Merger Arbitrage ETF

ETFs
Q1 2020 Filed on Apr 13, 2020
50
$27.88 - $33.46 $1.39K - $1.67K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
Q1 2020 Filed on Apr 13, 2020
1,068
$17.27 - $26.2 $18.4K - $28K
AKTS
Akoustis Technologies, Inc.

Technology
Q1 2020 Filed on Apr 13, 2020
1,000
$4.15 - $8.96 $4.15K - $8.96K
Sito Mobile LTD Com New
Q1 2020 Filed on Apr 13, 2020
4,000
N/A
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