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
RCI
Rogers Communications Inc

Communication Services
Q2 2021 Filed on Jul 22, 2021
79
$46.89 - $53.14 $3.7K - $4.2K
GPI
Group 1 Automotive Inc

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
58
$144.03 - $174.9 $8.35K - $10.1K
LKFN
Lakeland Financial Corp

Financial Services
Q2 2021 Filed on Jul 22, 2021
32
$59.32 - $69.64 $1.9K - $2.23K
LSTR
Landstar System Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
15
$154.99 - $180.52 $2.32K - $2.71K
EEMV
Ishares Msci Emerging Markets

ETFs
Q2 2021 Filed on Jul 22, 2021
954
$61.85 - $65.64 $59K - $62.6K
IMGN
Immuno Gen, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
120
$5.79 - $8.6 $695 - $1.03K
WEN
Wendy'S CO

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
1,287
$20.73 - $28.87 $26.7K - $37.2K
PBA
Pembina Pipeline Corp

Energy
Q2 2021 Filed on Jul 22, 2021
159
$29.08 - $33.82 $4.62K - $5.38K
IRM
Iron Mountain Inc

Real Estate
Q2 2021 Filed on Jul 22, 2021
720
$37.3 - $47.02 $26.9K - $33.9K
CHUY
Chuy'S Holdings, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
7
$36.25 - $48.86 $254 - $342
KCE
Spdr S&P Capital Markets ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
46
$86.23 - $94.58 $3.97K - $4.35K
AMBA
Ambarella Inc

Technology
Q2 2021 Filed on Jul 22, 2021
74
$84.23 - $107.37 $6.23K - $7.95K
CSQ
Calamos Strategic Total Return Fund

Financial Services
Q2 2021 Filed on Jul 22, 2021
1,306
$16.55 - $18.36 $21.6K - $24K
RY
Royal Bank Of Canada

Financial Services
Q2 2021 Filed on Jul 22, 2021
83
$92.37 - $104.67 $7.67K - $8.69K
SNPTY
China Petro&Chem Ads (100 Ord)
Q2 2021 Filed on Jul 22, 2021
691
N/A
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q2 2021 Filed on Jul 22, 2021
835
$48.97 - $60.2 $40.9K - $50.3K
SRLN
Ssga Active Trust

ETFs
Q2 2021 Filed on Jul 22, 2021
96
$45.68 - $46.29 $4.39K - $4.44K
QDF
Flexshares Quality Dividend In

ETFs
Q2 2021 Filed on Jul 22, 2021
120
$53.79 - $56.69 $6.45K - $6.8K
CTXS
Citrix Systems Inc

Technology
Q2 2021 Filed on Jul 22, 2021
101
$113.34 - $142.77 $11.4K - $14.4K
EPZM
Epizyme, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
5
$6.81 - $9.71 $34.1 - $48.6
FTSL
First Trust Senior Ln Fund

ETFs
Q2 2021 Filed on Jul 22, 2021
277
$47.79 - $48.2 $13.2K - $13.4K
DWM
Wisdomtree Tr

ETFs
Q2 2021 Filed on Jul 22, 2021
156
$53.08 - $56.66 $8.28K - $8.84K
IYK
Ishares U.S. Consumer Staples

ETFs
Q2 2021 Filed on Jul 22, 2021
255
$175.59 - $184.13 $44.8K - $47K
Fireeye Inc
Q2 2021 Filed on Jul 22, 2021
800
N/A
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q2 2021 Filed on Jul 22, 2021
216
$30.51 - $33.34 $6.59K - $7.2K
RIGS
Riverfront Strategic Income Fd

ETFs
Q2 2021 Filed on Jul 22, 2021
235
$24.69 - $24.88 $5.8K - $5.85K
NEAR
Blackrock Short Maturity Bond

ETFs
Q2 2021 Filed on Jul 22, 2021
1,156
$50.15 - $50.21 $58K - $58K
KPTI
Karyopharm Therapeutics Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
2,107
$8.11 - $11.11 $17.1K - $23.4K
ESNT
Essent Group Ltd.

Financial Services
Q2 2021 Filed on Jul 22, 2021
7
$44.66 - $53.44 $313 - $374
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
Q2 2021 Filed on Jul 22, 2021
73
$73.11 - $77.64 $5.34K - $5.67K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q2 2021 Filed on Jul 22, 2021
457
$94.6 - $100.85 $43.2K - $46.1K
GTLS
Chart Industries Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
215
$129.07 - $163.07 $27.8K - $35.1K
DLB
Dolby Laboratories, Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
87
$92.17 - $103.53 $8.02K - $9.01K
MANH
Manhattan Associates Inc

Technology
Q2 2021 Filed on Jul 22, 2021
97
$116.89 - $146.33 $11.3K - $14.2K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
Q2 2021 Filed on Jul 22, 2021
290
$136.68 - $159.37 $39.6K - $46.2K
CSIQ
Canadian Solar Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
118
$35.25 - $48.51 $4.16K - $5.72K
PLUG
Plug Power Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
1,053
$20.07 - $35.26 $21.1K - $37.1K
CIEN
Ciena Corp

Technology
Q2 2021 Filed on Jul 22, 2021
327
$49.52 - $60.77 $16.2K - $19.9K
SCI
Service Corp International

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
33
$51.36 - $56.71 $1.69K - $1.87K
WWE
World Wrestling Entertainmentinc

Communication Services
Q2 2021 Filed on Jul 22, 2021
50
$52.69 - $64.88 $2.63K - $3.24K
EWA
Ishares Msci Australia ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
104
$25.13 - $27.38 $2.61K - $2.85K
CABO
Cable One, Inc.

Communication Services
Q2 2021 Filed on Jul 22, 2021
100
$1696.74 - $1912.81 $170K - $191K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
Q2 2021 Filed on Jul 22, 2021
46
$50.6 - $56.47 $2.33K - $2.6K
Mimecast LTD Ord Shs
Q2 2021 Filed on Jul 22, 2021
50
N/A
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q2 2021 Filed on Jul 22, 2021
169
$29.63 - $30.01 $5.01K - $5.07K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q2 2021 Filed on Jul 22, 2021
113
$19.33 - $19.54 $2.18K - $2.21K
SENS
Senseonics Holdings, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
1,376
$1.71 - $4.14 $2.35K - $5.7K
LAC
Lithium Americas Corp.

Basic Materials
Q2 2021 Filed on Jul 22, 2021
3,200
$12.08 - $16.49 $38.7K - $52.8K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
Q2 2021 Filed on Jul 22, 2021
117
$22.15 - $22.41 $2.59K - $2.62K
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