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
Royal Dutch Shell PLC Spon Adr B
Q1 2022 Filed on Apr 28, 2022
7,000
N/A
U
Unity Software Inc.

Technology
Q1 2022 Filed on Apr 28, 2022
100
$74.35 - $138.65 $7.43K - $13.9K
FSLR
First Solar, Inc.

Technology
Q1 2022 Filed on Apr 28, 2022
600
$64.9 - $88.58 $38.9K - $53.1K
TEX
Terex Corp

Industrials
Q4 2021 Filed on Jan 07, 2022
6,263
$39.96 - $50.7 $250K - $318K
QRVO
Qorvo, Inc.

Technology
Q4 2021 Filed on Jan 07, 2022
1,703
$146.1 - $178.12 $249K - $303K
HRC
Hill Rom Holdings, Inc.

Healthcare
Q4 2021 Filed on Jan 07, 2022
3,923
N/A
EDIT
Editas Medicine, Inc.

Healthcare
Q4 2021 Filed on Jan 07, 2022
5,959
$26.55 - $40.57 $158K - $242K
GGG
Graco Inc

Industrials
Q4 2021 Filed on Jan 07, 2022
2,950
$68.83 - $80.62 $203K - $238K
Coresite Rlty Corp Com
Q4 2021 Filed on Jan 07, 2022
2,748
N/A
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Jan 07, 2022
763
N/A
MREO
Mereo Biopharma Group PLC

Healthcare
Q4 2021 Filed on Jan 07, 2022
22,506
$1.51 - $2.59 $34K - $58.3K
Advaxis Inc Com New
Q4 2021 Filed on Jan 07, 2022
20,000
N/A
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
Q4 2021 Filed on Jan 07, 2022
7,961
$26.48 - $30.58 $211K - $243K
JLL
Jones Lang Lasalle Inc

Real Estate
Q4 2021 Filed on Jan 07, 2022
1,000
$229.24 - $272.88 $229K - $273K
Evofem Biosciences Inc Com
Q4 2021 Filed on Jan 07, 2022
27,853
N/A
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Jan 07, 2022
2,740
$68.87 - $95.56 $189K - $262K
IPOD
Social Capital Hedosophia Holdings Corp. Iv

Financial Services
Q4 2021 Filed on Jan 07, 2022
11,850
$10.02 - $10.5 $119K - $124K
IPOF
Social Capital Hedosophia Holdings Corp. Vi

Financial Services
Q4 2021 Filed on Jan 07, 2022
14,050
$10.06 - $10.68 $141K - $150K
CCXI
Chemo Centryx, Inc.
Q4 2021 Filed on Jan 07, 2022
10,000
$18.38 - $40.5 $184K - $405K
EYEN
Eyenovia, Inc.

Healthcare
Q4 2021 Filed on Jan 07, 2022
10,000
$3.5 - $6.58 $35K - $65.8K
Borr Drilling LTD Shs
Q4 2021 Filed on Jan 07, 2022
57,000
N/A
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q4 2021 Filed on Jan 07, 2022
5,667
$41.55 - $45.28 $235K - $257K
PXJ
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Jan 07, 2022
24,000
$14.7 - $19.85 $353K - $476K
XELA
Exela Technologies, Inc.

Technology
Q4 2021 Filed on Jan 07, 2022
20,000
$17.54 - $45.4 $351K - $908K
LOMA
Loma Negra Compania Industrial Argentina Sociedad Anonima

Basic Materials
Q4 2021 Filed on Jan 07, 2022
12,500
$5.86 - $7.28 $73.3K - $91K
QS
Quantum Scape Corp

Consumer Cyclical
Q4 2021 Filed on Jan 07, 2022
3,100
$22.03 - $40.58 $68.3K - $126K
SKLZ
Skillz Inc.

Communication Services
Q4 2021 Filed on Jan 07, 2022
3,150
$7.19 - $12.5 $22.6K - $39.4K
PINS
Pinterest, Inc.

Communication Services
Q4 2021 Filed on Jan 07, 2022
400
$34.93 - $62.68 $14K - $25.1K
QS
Quantum Scape Corp

Consumer Cyclical
Q4 2021 Filed on Jan 07, 2022
7,500
$22.03 - $40.58 $165K - $304K
SKLZ
Skillz Inc.

Communication Services
Q4 2021 Filed on Jan 07, 2022
7,000
$7.19 - $12.5 $50.3K - $87.5K
SE
Sea LTD

Consumer Cyclical
Q4 2021 Filed on Jan 07, 2022
2,000
$205.68 - $366.99 $411K - $734K
AAXJ
Ishares Msci All Country Asia

ETFs
Q3 2021 Filed on Nov 02, 2021
2,225
$84.02 - $93.84 $187K - $209K
GME
Game Stop Corp.

Consumer Cyclical
Q3 2021 Filed on Nov 02, 2021
1,083
$36.7 - $54.56 $39.7K - $59.1K
General Electric CO Com
Q3 2021 Filed on Nov 02, 2021
98,574
N/A
TDIV
First Trust Nasdaq Technology

ETFs
Q3 2021 Filed on Nov 02, 2021
17,404
$56.07 - $59.24 $976K - $1.03M
PTR
Petrochina CO LTD

Energy
Q3 2021 Filed on Nov 02, 2021
5,000
$39.07 - $50.65 $195K - $253K
BB
Blackberry LTD

Technology
Q3 2021 Filed on Nov 02, 2021
12,720
$9.37 - $12.17 $119K - $155K
FSLY
Fastly, Inc.

Technology
Q3 2021 Filed on Nov 02, 2021
3,340
$39.22 - $58.02 $131K - $194K
GSV
Gold Standard Ventures Corp.

Basic Materials
Q3 2021 Filed on Nov 02, 2021
16,500
$0.43 - $0.58 $7.1K - $9.57K
CLVS
Clovis Oncology, Inc.

Healthcare
Q3 2021 Filed on Nov 02, 2021
12,500
$4.06 - $5.8 $50.7K - $72.5K
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q3 2021 Filed on Nov 02, 2021
1,283
$29.84 - $54.22 $38.3K - $69.6K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q3 2021 Filed on Nov 02, 2021
4,867
$73.87 - $92.86 $360K - $452K
GTHX
G1 Therapeutics, Inc.

Healthcare
Q3 2021 Filed on Nov 02, 2021
10,646
$13.16 - $22.47 $140K - $239K
FUBO
Fubo Tv Inc.

Communication Services
Q3 2021 Filed on Nov 02, 2021
6,925
$22.89 - $31.82 $159K - $220K
Naked Brand Group Limited Shs New
Q3 2021 Filed on Nov 02, 2021
13,907
N/A
Churchill Capital Corp Iv Cl A
Q3 2021 Filed on Nov 02, 2021
7,075
N/A
FSLY
Fastly, Inc.

Technology
Q3 2021 Filed on Nov 02, 2021
400
$39.22 - $58.02 $15.7K - $23.2K
Churchill Capital Corp Iv Cl A
Q3 2021 Filed on Nov 02, 2021
100
N/A
SBAC
Sba Communications Corp

Real Estate
Q3 2021 Filed on Nov 02, 2021
1,100
$320.04 - $368.58 $352K - $405K
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