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
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
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q2 2021 Filed on Jul 22, 2021
19
$135.6 - $145.73 $2.58K - $2.77K
AR
Antero Resources Corp

Energy
Q2 2021 Filed on Jul 22, 2021
900
$8.96 - $15.06 $8.06K - $13.6K
CTLT
Catalent, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
510
$100.34 - $115.69 $51.2K - $59K
IHDG
Wisdomtree Tr

ETFs
Q2 2021 Filed on Jul 22, 2021
281
$41.62 - $44.6 $11.7K - $12.5K
IDA
Idacorp Inc

Utilities
Q2 2021 Filed on Jul 22, 2021
30
$97.49 - $103.87 $2.92K - $3.12K
OSTK
Overstock.Com, Inc

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
250
$63.06 - $97.54 $15.8K - $24.4K
PZZA
Papa Johns International Inc

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
675
$88.48 - $105.26 $59.7K - $71.1K
ELS
Equity Lifestyle Properties Inc

Real Estate
Q2 2021 Filed on Jul 22, 2021
3
$65.04 - $76.75 $195 - $230
RYN
Rayonier Inc

Real Estate
Q2 2021 Filed on Jul 22, 2021
925
$33.33 - $38.56 $30.8K - $35.7K
CBSH
Commerce Bancshares Inc

Financial Services
Q2 2021 Filed on Jul 22, 2021
7
$67.35 - $76.9 $471 - $538
LYV
Live Nation Entertainment, Inc.

Communication Services
Q2 2021 Filed on Jul 22, 2021
1,580
$75.12 - $92.6 $119K - $146K
EWC
Ishares Msci Canada ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
114
$34.48 - $38.22 $3.93K - $4.36K
IONS
Ionis Pharmaceuticals Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
102
$34.54 - $47.25 $3.52K - $4.82K
FXU
First Tr Exchange Traded Fd Ut

ETFs
Q2 2021 Filed on Jul 22, 2021
177
$29.81 - $31.46 $5.28K - $5.57K
Seagate Technology
Q2 2021 Filed on Jul 22, 2021
317
N/A
AEE
Ameren Corp

Utilities
Q2 2021 Filed on Jul 22, 2021
617
$79.91 - $86.14 $49.3K - $53.1K
CMA
Comerica Inc

Financial Services
Q2 2021 Filed on Jul 22, 2021
1,709
$67.3 - $79.65 $115K - $136K
IGRO
Ishares Tr International Divid

ETFs
Q2 2021 Filed on Jul 22, 2021
155
$65.51 - $69.69 $10.2K - $10.8K
Navistar Intl Corp New Com
Q2 2021 Filed on Jul 22, 2021
400
N/A
ACIW
Aci Worldwide, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
13
$37.14 - $40.68 $483 - $529
LGFB
Lions Gate Entmt Corp Cl B Non
Q2 2021 Filed on Jul 22, 2021
61
N/A
WBK
Westpac Banking Corporation

Financial Services
Q2 2021 Filed on Jul 22, 2021
56
N/A
BLDP
Ballard Power Systems Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
30
$13.83 - $24.77 $415 - $743
PDT
John Hancock Premium Dividend Fund

Financial Services
Q2 2021 Filed on Jul 22, 2021
481
$14.95 - $17.37 $7.19K - $8.35K
INFY
Infosys LTD

Technology
Q2 2021 Filed on Jul 22, 2021
202
$17.31 - $21.45 $3.5K - $4.33K
EYE
National Vision Holdings, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
3,274
$45.18 - $52.11 $148K - $171K
AOS
Smith A O Corp

Industrials
Q2 2021 Filed on Jul 22, 2021
40
$66.05 - $72.25 $2.64K - $2.89K
IZRL
Ark ETF Tr Israel Innovative T

ETFs
Q2 2021 Filed on Jul 22, 2021
3,020
$28.67 - $32.53 $86.6K - $98.2K
KT
Kt Corp

Communication Services
Q2 2021 Filed on Jul 22, 2021
4,223
$12.28 - $15.31 $51.9K - $64.7K
ST
Sensata Technologies Holding PLC

Technology
Q2 2021 Filed on Jul 22, 2021
34
$54.36 - $60.97 $1.85K - $2.07K
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q2 2021 Filed on Jul 22, 2021
307
$40.16 - $43.04 $12.3K - $13.2K
ACCO
Acco Brands Corp

Industrials
Q2 2021 Filed on Jul 22, 2021
912
$8.3 - $9.68 $7.57K - $8.83K
ITUB
Itau Unibanco Holding S.A.

Financial Services
Q2 2021 Filed on Jul 22, 2021
271
$3.88 - $5.39 $1.05K - $1.46K
Global X Fds Global X Ftse Norway30 Et
Q2 2021 Filed on Jul 22, 2021
281
N/A
TER
Teradyne, Inc

Technology
Q2 2021 Filed on Jul 22, 2021
1,744
$114.6 - $134.31 $200K - $234K
CORP
Pimco Investment Grade Corp Bd

ETFs
Q2 2021 Filed on Jul 22, 2021
121
$111.59 - $114.49 $13.5K - $13.9K
SCS
Steelcase Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
946
$13.73 - $15.22 $13K - $14.4K
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