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
AL
Air Lease Corp

Industrials
Q2 2021 Filed on Jul 22, 2021
571
$41.73 - $49.64 $23.8K - $28.3K
China Telecom Corp Adr F 1 Adr Rep 100 Ord
Q2 2021 Filed on Jul 22, 2021
300
N/A
KMX
Carmax Inc

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
200
$113.16 - $137.9 $22.6K - $27.6K
MBB
Ishares Tr

ETFs
Q2 2021 Filed on Jul 22, 2021
39
$107.91 - $108.86 $4.21K - $4.25K
CRL
Charles River Laboratories International, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
120
$294.17 - $371.65 $35.3K - $44.6K
Flir Systems Inc
Q2 2021 Filed on Jul 22, 2021
864
N/A
MKC
Mccormick & CO Inc

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
354
$86.11 - $91.92 $30.5K - $32.5K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q2 2021 Filed on Jul 22, 2021
385
$59.11 - $60.52 $22.8K - $23.3K
MKL
Markel Corp

Financial Services
Q2 2021 Filed on Jul 22, 2021
5
$1155.0 - $1248.87 $5.78K - $6.24K
BC
Brunswick Corp

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
249
$92.69 - $115.91 $23.1K - $28.9K
KSS
Kohls Corp

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
1,164
$50.49 - $64.06 $58.8K - $74.6K
PUK
Prudential PLC

Financial Services
Q2 2021 Filed on Jul 22, 2021
252
$36.95 - $43.31 $9.31K - $10.9K
EGRX
Eagle Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
5
$36.86 - $44.5 $184 - $223
EWG
Ishares Msci Germany ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
17,254
$33.95 - $36.48 $586K - $629K
BWX
Spdr Bloomberg International T

ETFs
Q2 2021 Filed on Jul 22, 2021
0
$29.28 - $30.06 $0 - $0
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q2 2021 Filed on Jul 22, 2021
6,456
$9.9 - $11.56 $63.9K - $74.6K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q2 2021 Filed on Jul 22, 2021
394
$102.28 - $108.72 $40.3K - $42.8K
ENS
Ener Sys

Industrials
Q2 2021 Filed on Jul 22, 2021
3
$84.92 - $99.17 $255 - $298
TWOU
2 U, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
25
$33.92 - $42.69 $848 - $1.07K
BBY
Best Buy CO Inc

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
271
$107.63 - $125.79 $29.2K - $34.1K
FBT
First Trust Nyse Arca Biotechn

ETFs
Q2 2021 Filed on Jul 22, 2021
350
$157.67 - $176.2 $55.2K - $61.7K
FIVN
Five9, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
88
$155.97 - $187.97 $13.7K - $16.5K
BEN
Franklin Resources Inc

Financial Services
Q2 2021 Filed on Jul 22, 2021
300
$28.67 - $35.74 $8.6K - $10.7K
GEL
Genesis Energy LP

Energy
Q2 2021 Filed on Jul 22, 2021
514
$9.1 - $12.49 $4.68K - $6.42K
EWY
Ishares Inc Msci South Korea E

ETFs
Q2 2021 Filed on Jul 22, 2021
30,583
$88.18 - $94.01 $2.7M - $2.88M
DNOW
Now Inc.

Energy
Q2 2021 Filed on Jul 22, 2021
147
$9.27 - $11.54 $1.36K - $1.7K
AEM
Agnico Eagle Mines LTD

Basic Materials
Q2 2021 Filed on Jul 22, 2021
1,805
$59.67 - $73.57 $108K - $133K
CHKP
Check Point Software Technologies LTD

Technology
Q2 2021 Filed on Jul 22, 2021
306
$113.6 - $120.97 $34.8K - $37K
Markit LTD Shs Isin#Bmg582491061
Q2 2021 Filed on Jul 22, 2021
630
N/A
CVGW
Calavo Growers Inc

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
34
$63.12 - $80.24 $2.15K - $2.73K
IX
Orix Corp

Financial Services
Q2 2021 Filed on Jul 22, 2021
309
$79.91 - $91.26 $24.7K - $28.2K
GPRO
Go Pro, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
1,600
$9.17 - $13.08 $14.7K - $20.9K
FNF
Fidelity National Financial, Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
346
$41.28 - $47.78 $14.3K - $16.5K
FWONK
Liberty Media Corp

Communication Services
Q2 2021 Filed on Jul 22, 2021
13
$43.24 - $49.61 $562 - $645
TRMB
Trimble Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
189
$73.84 - $84.12 $14K - $15.9K
CDK
Cdk Global, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
969
$49.69 - $54.79 $48.1K - $53.1K
LBRDA
Liberty Broadband Corp

Communication Services
Q2 2021 Filed on Jul 22, 2021
6
$143.1 - $168.17 $859 - $1.01K
LBRDK
Liberty Broadband Corp

Communication Services
Q2 2021 Filed on Jul 22, 2021
33
$148.18 - $173.66 $4.89K - $5.73K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
Q2 2021 Filed on Jul 22, 2021
34
$29.54 - $33.71 $1K - $1.15K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
1,060
$144.0 - $178.01 $153K - $189K
Mma Capital Holdings Inc Com
Q2 2021 Filed on Jul 22, 2021
888
N/A
Crane CO Com
Q2 2021 Filed on Jul 22, 2021
48
N/A
Cree Inc
Q2 2021 Filed on Jul 22, 2021
635
N/A
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q2 2021 Filed on Jul 22, 2021
12
$160.2 - $186.42 $1.92K - $2.24K
GBX
Greenbrier Companies Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
1,045
$41.59 - $49.55 $43.5K - $51.8K
NEWR
New Relic, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
96
$56.64 - $71.64 $5.44K - $6.88K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
1,161
$64.42 - $70.47 $74.8K - $81.8K
PETS
Petmed Express Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
850
$27.73 - $46.06 $23.6K - $39.2K
IGF
Ishares Global Infrastructure

ETFs
Q2 2021 Filed on Jul 22, 2021
134
$45.35 - $47.88 $6.08K - $6.42K
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