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
Symantec Corp
Q4 2019 Filed on Jan 24, 2020
196
N/A
ROIC
Retail Opportunity Investments Corp

Real Estate
Q4 2019 Filed on Jan 24, 2020
166
$17.16 - $18.98 $2.85K - $3.15K
CARS
Cars.Com Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 24, 2020
138
$9.19 - $13.46 $1.27K - $1.86K
MXL
Maxlinear Inc

Technology
Q4 2019 Filed on Jan 24, 2020
251
$18.73 - $22.92 $4.7K - $5.75K
Health Care Ppty Invs Inc
Q4 2019 Filed on Jan 24, 2020
100
N/A
Old Line Bancshares Inc Com
Q4 2019 Filed on Jan 24, 2020
1,803
N/A
AZZ
Azz Inc

Industrials
Q4 2019 Filed on Jan 24, 2020
89
$37.0 - $47.18 $3.29K - $4.2K
PFBC
Preferred Bank

Financial Services
Q4 2019 Filed on Jan 24, 2020
334
$50.99 - $60.26 $17K - $20.1K
Sequans Communications S A Sponsored Ads
Q4 2019 Filed on Jan 24, 2020
1,000
N/A
SHIIY
Sinopec Shanghai Ads (1 Oo Clh)
Q4 2019 Filed on Jan 24, 2020
97
N/A
Viacom Inc Cl A
Q4 2019 Filed on Jan 24, 2020
100
N/A
AN
Autonation, Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 24, 2020
58
$47.1 - $52.99 $2.73K - $3.07K
Celgene Corp
Q4 2019 Filed on Jan 24, 2020
140
N/A
Carlyle Group L P Com Uts LTD Ptn
Q4 2019 Filed on Jan 24, 2020
33
N/A
Yy Inc Sponsored Ads A
Q4 2019 Filed on Jan 24, 2020
60
N/A
American Ecology
Q4 2019 Filed on Jan 24, 2020
22
N/A
Seaspan Corp Shs Isin #Mhy756381098
Q4 2019 Filed on Jan 24, 2020
8,000
N/A
Suntrust Banks Inc
Q4 2019 Filed on Jan 24, 2020
791
N/A
Viacom Inc Cl B
Q4 2019 Filed on Jan 24, 2020
7,548
N/A
Sk Telecom Co.! Ltd. Sponsored Adr Cmn
Q4 2019 Filed on Jan 24, 2020
194
N/A
CSTR
Cap Star Financial Holdings, Inc.

Financial Services
Q4 2019 Filed on Jan 24, 2020
829
$15.85 - $17.39 $13.1K - $14.4K
First Data Corp
Q4 2019 Filed on Jan 24, 2020
116
N/A
BSMX
Banco Santander Mexico S.A., Institucion De Banca Multiple, Grupo Financiero Santander Mexico

Financial Services
Q4 2019 Filed on Jan 24, 2020
717
$6.18 - $7.19 $4.43K - $5.16K
Transenterix Inc Com New
Q4 2019 Filed on Jan 24, 2020
11,100
N/A
Grubhub Inc Com
Q4 2019 Filed on Jan 24, 2020
18
N/A
Castle Brands Inc Com
Q4 2019 Filed on Jan 24, 2020
5,800
N/A
Yahoo Inc
Q4 2019 Filed on Jan 24, 2020
2,033
N/A
Genomic Health Inc Com
Q4 2019 Filed on Jan 24, 2020
8
N/A
PMD
Psychemedics Corp

Healthcare
Q4 2019 Filed on Jan 24, 2020
20
$8.7 - $9.79 $174 - $196
Invesco Bulletshares 2019 Corporate Bond ETF
Q4 2019 Filed on Jan 24, 2020
1,165
N/A
Invesco Bulletshares 2019 High Yield Corporate Bond ETF
Q4 2019 Filed on Jan 24, 2020
3,119
N/A
NXGN
Nextgen Healthcare, Inc.

Healthcare
Q4 2019 Filed on Jan 24, 2020
300
$14.74 - $18.42 $4.42K - $5.53K
MACK
Merrimack Pharmaceuticals Inc

Healthcare
Q4 2019 Filed on Jan 24, 2020
9,000
$3.15 - $4.67 $28.4K - $42K
Nuvectra Corp Com
Q4 2019 Filed on Jan 24, 2020
22,415
N/A
SCPH
Sc Pharmaceuticals Inc.

Healthcare
Q4 2019 Filed on Jan 24, 2020
20
$4.1 - $6.21 $82 - $124
QNST
Quinstreet, Inc

Communication Services
Q4 2019 Filed on Jan 24, 2020
497
$11.64 - $16.22 $5.79K - $8.06K
Encana Corporation
Q4 2019 Filed on Jan 24, 2020
184
N/A
GSBC
Great Southern Bancorp, Inc.

Financial Services
Q4 2019 Filed on Jan 24, 2020
15
$55.1 - $64.06 $827 - $961
Iconix Brand Group Inc Com New
Q4 2019 Filed on Jan 24, 2020
200
N/A
Watford Holdings LTD Shs
Q4 2019 Filed on Jan 24, 2020
6,250
N/A
Primo Wtr Corp Com
Q4 2019 Filed on Jan 24, 2020
299
N/A
Kemet Corp Com New
Q4 2019 Filed on Jan 24, 2020
2,242
N/A
Northstar Realty Europe Corp Com
Q4 2019 Filed on Jan 24, 2020
0
N/A
Waddell & Reed Finl Inc Cl A
Q4 2019 Filed on Jan 24, 2020
3,044
N/A
RWLK
Re Walk Robotics Ltd.

Healthcare
Q4 2019 Filed on Jan 24, 2020
60
$1.99 - $3.17 $119 - $190
Trustco Bk Corp N Y Com
Q4 2019 Filed on Jan 24, 2020
0
N/A
LRGF
Ishares Tr

ETFs
Q4 2019 Filed on Jan 24, 2020
1,245
$30.86 - $34.52 $38.4K - $43K
Myomo Inc Com
Q4 2019 Filed on Jan 24, 2020
220
N/A
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
Q4 2019 Filed on Jan 24, 2020
300
$24.25 - $24.88 $7.28K - $7.46K
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