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
CACI
Caci International Inc

Technology
Q2 2021 Filed on Jul 22, 2021
1
$248.6 - $266.57 $249 - $267
OKTA
Okta, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
244
$210.72 - $285.35 $51.4K - $69.6K
OHI
Omega Healthcare Investors Inc

Real Estate
Q2 2021 Filed on Jul 22, 2021
1,809
$34.86 - $39.16 $63.1K - $70.8K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q2 2021 Filed on Jul 22, 2021
28
$36.19 - $36.73 $1.01K - $1.03K
QABA
First Trust Nasdaq Aba Communi

ETFs
Q2 2021 Filed on Jul 22, 2021
108
$54.44 - $59.93 $5.88K - $6.47K
BKR
Baker Hughes CO

Energy
Q2 2021 Filed on Jul 22, 2021
60
$19.51 - $26.31 $1.17K - $1.58K
COO
Cooper Companies, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
108
$372.36 - $412.07 $40.2K - $44.5K
CELC
Celcuity Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
115
$14.25 - $30.93 $1.64K - $3.56K
BKI
Black Knight, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
8
$71.0 - $78.27 $568 - $626
MDB
Mongo Db, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
185
$244.74 - $389.23 $45.3K - $72K
AMH
American Homes 4 Rent

Real Estate
Q2 2021 Filed on Jul 22, 2021
11
$33.78 - $39.63 $372 - $436
SFIX
Stitch Fix, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
966
$39.25 - $66.1 $37.9K - $63.9K
SCCO
Southern Copper Corp

Basic Materials
Q2 2021 Filed on Jul 22, 2021
48
$59.41 - $81.41 $2.85K - $3.91K
FHN
First Horizon Corp

Financial Services
Q2 2021 Filed on Jul 22, 2021
440
$16.74 - $19.4 $7.37K - $8.54K
AVY
Avery Dennison Corp

Industrials
Q2 2021 Filed on Jul 22, 2021
2
$188.07 - $222.56 $376 - $445
ANDE
Andersons, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
500
$27.23 - $34.26 $13.6K - $17.1K
Federal Realty Invst Tr Sh Ben Int New
Q2 2021 Filed on Jul 22, 2021
68
N/A
LIT
Global X Fds Global X Lithium

ETFs
Q2 2021 Filed on Jul 22, 2021
150
$58.04 - $72.46 $8.71K - $10.9K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q2 2021 Filed on Jul 22, 2021
386
$36.7 - $38.91 $14.2K - $15K
KNDI
Kandi Technologies Group, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
3,000
$4.53 - $6.49 $13.6K - $19.5K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
466
$66.04 - $70.76 $30.8K - $33K
SUI
Sun Communities Inc

Real Estate
Q2 2021 Filed on Jul 22, 2021
23
$152.43 - $177.6 $3.51K - $4.08K
AGEN
Agenus Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
50
$2.56 - $5.49 $128 - $275
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q2 2021 Filed on Jul 22, 2021
4
$120.39 - $136.44 $482 - $546
IEO
Ishares Tr

ETFs
Q2 2021 Filed on Jul 22, 2021
1
$45.91 - $58.84 $45.9 - $58.8
Nuance Communications Inc
Q2 2021 Filed on Jul 22, 2021
154
N/A
AMSF
Amerisafe Inc

Financial Services
Q2 2021 Filed on Jul 22, 2021
27
$59.27 - $66.65 $1.6K - $1.8K
HOMB
Home Bancshares Inc

Financial Services
Q2 2021 Filed on Jul 22, 2021
101
$24.11 - $28.53 $2.44K - $2.88K
STAG
Stag Industrial, Inc.

Real Estate
Q2 2021 Filed on Jul 22, 2021
48
$34.42 - $39.33 $1.65K - $1.89K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
735
$95.76 - $111.96 $70.4K - $82.3K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q2 2021 Filed on Jul 22, 2021
1,353
$73.48 - $77.31 $99.4K - $105K
YELP
Yelp Inc

Communication Services
Q2 2021 Filed on Jul 22, 2021
7
$37.13 - $42.28 $260 - $296
CNS
Cohen & Steers, Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
31
$65.28 - $82.09 $2.02K - $2.54K
SPLK
Splunk Inc

Technology
Q2 2021 Filed on Jul 22, 2021
113
$111.98 - $148.38 $12.7K - $16.8K
Proofpoint Inc Com
Q2 2021 Filed on Jul 22, 2021
22
N/A
EXP
Eagle Materials Inc

Basic Materials
Q2 2021 Filed on Jul 22, 2021
3
$135.28 - $152.59 $406 - $458
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
Q2 2021 Filed on Jul 22, 2021
106
$68.54 - $72.58 $7.27K - $7.69K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
153
$16.77 - $20.49 $2.57K - $3.13K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q2 2021 Filed on Jul 22, 2021
466
$122.48 - $139.69 $57.1K - $65.1K
Cyrusone Com Usd0.01
Q2 2021 Filed on Jul 22, 2021
219
N/A
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q2 2021 Filed on Jul 22, 2021
828
$51.18 - $51.42 $42.4K - $42.6K
PTC
Ptc Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
54
$125.3 - $148.84 $6.77K - $8.04K
PII
Polaris Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
39
$123.8 - $146.45 $4.83K - $5.71K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
200
$107.46 - $124.58 $21.5K - $24.9K
COTY
Coty Inc.

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
5,000
$8.41 - $10.34 $42.1K - $51.7K
LENB
Lennar Corporation Cl B
Q2 2021 Filed on Jul 22, 2021
16
N/A
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q2 2021 Filed on Jul 22, 2021
46
$57.5 - $60.08 $2.65K - $2.76K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
152
$159.9 - $177.87 $24.3K - $27K
Qts Rlty Tr Inc Com Cl A
Q2 2021 Filed on Jul 22, 2021
48
N/A
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