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
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
33
$51.1 - $62.64 $1.69K - $2.07K
CNO
Cno Financial Group, Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
350
$22.59 - $27.78 $7.91K - $9.72K
TOL
Toll Brothers, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
2,004
$56.4 - $67.65 $113K - $136K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
2,500
$25.57 - $31.6 $63.9K - $79K
JBL
Jabil Inc

Technology
Q2 2021 Filed on Jul 22, 2021
721
$50.9 - $58.34 $36.7K - $42.1K
EPAM
Epam Systems, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
290
$399.99 - $523.15 $116K - $152K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
6,422
$14.51 - $19.13 $93.2K - $123K
FMC
Fmc Corp

Basic Materials
Q2 2021 Filed on Jul 22, 2021
671
$108.2 - $121.83 $72.6K - $81.7K
PVH
Pvh Corp.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
15
$100.98 - $118.67 $1.51K - $1.78K
PNR
Pentair PLC

Industrials
Q2 2021 Filed on Jul 22, 2021
59
$60.81 - $70.68 $3.59K - $4.17K
AXGN
Axogen, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
6,607
$17.8 - $23.5 $118K - $155K
SSTK
Shutterstock, Inc.

Communication Services
Q2 2021 Filed on Jul 22, 2021
22
$80.0 - $102.84 $1.76K - $2.26K
NS
Nu Star Energy L.P.

Energy
Q2 2021 Filed on Jul 22, 2021
500
$17.46 - $20.58 $8.73K - $10.3K
KIE
Spdr S&P Insurance ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
2,211
$37.12 - $40.33 $82.1K - $89.2K
China Mobile Hong Kong LTD
Q2 2021 Filed on Jul 22, 2021
50
N/A
CX
Cemex Sab De Cv

Basic Materials
Q2 2021 Filed on Jul 22, 2021
18
$6.85 - $8.89 $123 - $160
HXL
Hexcel Corp

Industrials
Q2 2021 Filed on Jul 22, 2021
8
$50.53 - $64.39 $404 - $515
Cimarex Energy CO
Q2 2021 Filed on Jul 22, 2021
195
N/A
EXPD
Expeditors International Of Washington Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
179
$107.61 - $126.6 $19.3K - $22.7K
SLM
Slm Corp

Financial Services
Q2 2021 Filed on Jul 22, 2021
23
$18.27 - $20.94 $420 - $482
WTM
White Mountains Insurance Group LTD

Financial Services
Q2 2021 Filed on Jul 22, 2021
5
$1110.64 - $1237.15 $5.55K - $6.19K
MHK
Mohawk Industries Inc

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
10
$180.66 - $229.74 $1.81K - $2.3K
MOS
Mosaic CO

Basic Materials
Q2 2021 Filed on Jul 22, 2021
15
$29.92 - $37.55 $449 - $563
OC
Owens Corning

Industrials
Q2 2021 Filed on Jul 22, 2021
16
$93.79 - $108.22 $1.5K - $1.73K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
Q2 2021 Filed on Jul 22, 2021
171
$70.13 - $79.38 $12K - $13.6K
IBKR
Interactive Brokers Group, Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
27
$63.26 - $77.36 $1.71K - $2.09K
MFC
Manulife Financial Corp

Financial Services
Q2 2021 Filed on Jul 22, 2021
86
$19.35 - $22.16 $1.66K - $1.91K
FWONA
Liberty Media Corp

Communication Services
Q2 2021 Filed on Jul 22, 2021
6
$38.14 - $43.93 $229 - $264
CASY
Caseys General Stores Inc

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
310
$193.32 - $226.27 $59.9K - $70.1K
NFG
National Fuel Gas CO

Energy
Q2 2021 Filed on Jul 22, 2021
100
$49.66 - $55.18 $4.97K - $5.52K
RRC
Range Resources Corp

Energy
Q2 2021 Filed on Jul 22, 2021
825
$8.76 - $16.76 $7.23K - $13.8K
NVGS
Navigator Holdings Ltd.

Energy
Q2 2021 Filed on Jul 22, 2021
894
$9.0 - $11.7 $8.05K - $10.5K
IVZ
Invesco Ltd.

Financial Services
Q2 2021 Filed on Jul 22, 2021
1,006
$25.69 - $29.33 $25.8K - $29.5K
ICLR
Icon PLC

Healthcare
Q2 2021 Filed on Jul 22, 2021
202
$194.07 - $232.2 $39.2K - $46.9K
GMED
Globus Medical Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
500
$61.85 - $77.53 $30.9K - $38.8K
APAM
Artisan Partners Asset Management Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
2,033
$48.56 - $56.66 $98.7K - $115K
FDS
Factset Research Systems Inc

Financial Services
Q2 2021 Filed on Jul 22, 2021
120
$309.13 - $347.1 $37.1K - $41.7K
L Brands Inc Com
Q2 2021 Filed on Jul 22, 2021
1,000
N/A
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
Q2 2021 Filed on Jul 22, 2021
2,000
$21.92 - $23.85 $43.8K - $47.7K
VRSN
Verisign Inc

Technology
Q2 2021 Filed on Jul 22, 2021
148
$201.9 - $229.78 $29.9K - $34K
HAIN
Hain Celestial Group Inc

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
420
$39.8 - $44.68 $16.7K - $18.8K
JWN
Nordstrom Inc

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
600
$31.9 - $43.11 $19.1K - $25.9K
AME
Ametek Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
3,953
$128.66 - $137.7 $509K - $544K
TPR
Tapestry, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
250
$41.03 - $49.12 $10.3K - $12.3K
MT
Arcelor Mittal

Basic Materials
Q2 2021 Filed on Jul 22, 2021
18
$28.42 - $33.81 $512 - $609
ORAN
Orange

Communication Services
Q2 2021 Filed on Jul 22, 2021
122
$11.44 - $13.01 $1.4K - $1.59K
Xilinx Inc
Q2 2021 Filed on Jul 22, 2021
81
N/A
HSIC
Henry Schein Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
90
$68.66 - $82.97 $6.18K - $7.47K
OLED
Universal Display Corp Pa

Technology
Q2 2021 Filed on Jul 22, 2021
20
$188.61 - $243.53 $3.77K - $4.87K
Track This Portfolio

Track Valeo Financial Advisors, LLC Portfolio

Follow Valeo Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email