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
ROL
Rollins Inc

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
33
$32.8 - $37.75 $1.08K - $1.25K
HPE
Hewlett Packard Enterprise CO

Technology
Q2 2021 Filed on Jul 22, 2021
1,195
$14.45 - $16.54 $17.3K - $19.8K
NEWT
Newtek Business Services Corp.

Financial Services
Q2 2021 Filed on Jul 22, 2021
3,236
$26.51 - $38.7 $85.8K - $125K
SRCL
Stericycle Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
165
$67.85 - $79.23 $11.2K - $13.1K
FCPT
Four Corners Property Trust, Inc.

Real Estate
Q2 2021 Filed on Jul 22, 2021
268
$25.76 - $29.89 $6.9K - $8.01K
ORI
Old Republic International Corp

Financial Services
Q2 2021 Filed on Jul 22, 2021
2,346
$21.9 - $26.56 $51.4K - $62.3K
ATI
Allegheny Technologies Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
468
$20.34 - $24.8 $9.52K - $11.6K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
45
$128.63 - $176.89 $5.79K - $7.96K
XPO
Xpo Logistics, Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
425
$73.05 - $88.74 $31K - $37.7K
Ishares Gold Trust ETF
Q2 2021 Filed on Jul 22, 2021
21,215
N/A
TRIP
Trip Advisor, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
1,200
$39.78 - $56.79 $47.7K - $68.1K
WTW
Willis Towers Watson PLC

Financial Services
Q2 2021 Filed on Jul 22, 2021
1
$225.2 - $270.07 $225 - $270
AKAM
Akamai Technologies Inc

Technology
Q2 2021 Filed on Jul 22, 2021
257
$102.49 - $119.08 $26.3K - $30.6K
CDNA
Care Dx, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
268
$63.02 - $95.11 $16.9K - $25.5K
LKQ
Lkq Corp

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
161
$42.95 - $51.15 $6.91K - $8.24K
ABB
Abb LTD

Industrials
Q2 2021 Filed on Jul 22, 2021
674
$30.66 - $35.17 $20.7K - $23.7K
FXH
First Tr Exchange Trd Fd Healt

ETFs
Q2 2021 Filed on Jul 22, 2021
1,386
$109.32 - $117.64 $152K - $163K
FXL
First Tr Exchange Traded Fd Fi

ETFs
Q2 2021 Filed on Jul 22, 2021
922
$109.97 - $125.18 $101K - $115K
SHG
Shinhan Financial Group CO LTD

Financial Services
Q2 2021 Filed on Jul 22, 2021
568
$32.94 - $39.07 $18.7K - $22.2K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
512
$17.32 - $21.13 $8.87K - $10.8K
EWBC
East West Bancorp Inc

Financial Services
Q2 2021 Filed on Jul 22, 2021
97
$66.26 - $78.7 $6.43K - $7.63K
LSXMA
Liberty Media Corp

Communication Services
Q2 2021 Filed on Jul 22, 2021
292
$40.75 - $47.42 $11.9K - $13.8K
LSXMK
Liberty Media Corp

Communication Services
Q2 2021 Filed on Jul 22, 2021
83
$40.79 - $47.08 $3.39K - $3.91K
General Fin Corp Delcom
Q2 2021 Filed on Jul 22, 2021
250
N/A
VTR
Ventas, Inc.

Real Estate
Q2 2021 Filed on Jul 22, 2021
722
$52.18 - $59.24 $37.7K - $42.8K
JBHT
Hunt J B Transport Services Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
73
$155.89 - $180.47 $11.4K - $13.2K
MTN
Vail Resorts Inc

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
148
$295.03 - $334.27 $43.7K - $49.5K
STT
State Street Corp

Financial Services
Q2 2021 Filed on Jul 22, 2021
10
$78.6 - $87.98 $786 - $880
IYY
Ishares Tr

ETFs
Q2 2021 Filed on Jul 22, 2021
178
$101.05 - $107.97 $18K - $19.2K
MPW
Medical Properties Trust Inc

Real Estate
Q2 2021 Filed on Jul 22, 2021
6,000
$19.82 - $22.7 $119K - $136K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
Q2 2021 Filed on Jul 22, 2021
3,585
$15.49 - $16.57 $55.5K - $59.4K
GHL
Greenhill & CO Inc

Financial Services
Q2 2021 Filed on Jul 22, 2021
59
$14.6 - $19.72 $861 - $1.16K
HRL
Hormel Foods Corp

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
893
$45.95 - $49.64 $41K - $44.3K
UHAL
Amerco

Industrials
Q2 2021 Filed on Jul 22, 2021
2
$526.51 - $632.0 $1.05K - $1.26K
PI
Impinj Inc

Technology
Q2 2021 Filed on Jul 22, 2021
145
$43.41 - $58.96 $6.29K - $8.55K
Talend S A Ads
Q2 2021 Filed on Jul 22, 2021
275
N/A
EQR
Equity Residential

Real Estate
Q2 2021 Filed on Jul 22, 2021
210
$71.39 - $80.91 $15K - $17K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
Q2 2021 Filed on Jul 22, 2021
1,331
$39.89 - $43.85 $53.1K - $58.4K
MD
Mednax, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
39
$24.83 - $33.15 $968 - $1.29K
EVBG
Everbridge, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
29
$110.28 - $143.72 $3.2K - $4.17K
MNRO
Monro, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
34
$61.13 - $71.4 $2.08K - $2.43K
EXAS
Exact Sciences Corp

Healthcare
Q2 2021 Filed on Jul 22, 2021
1,741
$93.66 - $139.27 $163K - $242K
ADNT
Adient PLC

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
7
$41.04 - $52.93 $287 - $371
BDC
Belden Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
38
$41.97 - $54.72 $1.59K - $2.08K
SBNY
Signature Bank Corp

Financial Services
Q2 2021 Filed on Jul 22, 2021
26
$219.23 - $258.35 $5.7K - $6.72K
MAT
Mattel Inc

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
100
$19.33 - $22.29 $1.93K - $2.23K
EWJ
Ishares Msci Japan ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
27,262
$65.43 - $69.98 $1.78M - $1.91M
TWNK
Hostess Brands, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
4,999
$14.52 - $16.56 $72.6K - $82.8K
IIPR
Innovative Industrial Properties Inc

Real Estate
Q2 2021 Filed on Jul 22, 2021
333
$166.47 - $195.7 $55.4K - $65.2K
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