Valeo Financial Advisors, LLC Closed Holding Positions

Valeo Financial Advisors, LLC

  • $3.97 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
COWN
Cowen Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
1,215
$36.11 - $43.67 $43.9K - $53.1K
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
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
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
Qts Rlty Tr Inc Com Cl A
Q2 2021 Filed on Jul 22, 2021
48
N/A
Extended Stay Amer Inc Shs 1 Com 1 Cl B
Q2 2021 Filed on Jul 22, 2021
270
N/A
LAMR
Lamar Advertising CO

Real Estate
Q2 2021 Filed on Jul 22, 2021
3
$95.25 - $107.32 $286 - $322
ARMK
Aramark

Industrials
Q2 2021 Filed on Jul 22, 2021
75
$35.96 - $40.03 $2.7K - $3K
POWI
Power Integrations Inc

Technology
Q2 2021 Filed on Jul 22, 2021
17
$73.65 - $85.41 $1.25K - $1.45K
GNW
Genworth Financial Inc

Financial Services
Q2 2021 Filed on Jul 22, 2021
442
$3.38 - $4.4 $1.49K - $1.94K
OGS
One Gas, Inc.

Utilities
Q2 2021 Filed on Jul 22, 2021
150
$73.03 - $81.37 $11K - $12.2K
FV
First Trust Dorsey Wright Focu

ETFs
Q2 2021 Filed on Jul 22, 2021
300
$44.14 - $47.47 $13.2K - $14.2K
MCBC
Macatawa Bank Corp

Financial Services
Q2 2021 Filed on Jul 22, 2021
6,481
$8.75 - $10.05 $56.7K - $65.1K
TSN
Tyson Foods, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
236
$72.76 - $80.69 $17.2K - $19K
ZION
Zions Bancorporation, National Association

Financial Services
Q2 2021 Filed on Jul 22, 2021
2,598
$50.3 - $60.27 $131K - $157K
NXST
Nexstar Media Group, Inc.

Communication Services
Q2 2021 Filed on Jul 22, 2021
26
$141.41 - $155.1 $3.68K - $4.03K
AY
Atlantica Sustainable Infrastructure PLC

Utilities
Q2 2021 Filed on Jul 22, 2021
104
$33.77 - $40.2 $3.51K - $4.18K
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