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| Name: |
Valeo Financial Advisors LLC |
| City: |
INDIANAPOLIS |
| State: |
IN |
| Zip: |
46260 |
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data |
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| Holdings
Found :
33 |
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Closed Positions |
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Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CGC |
Canopy Growth Corp |
676 |
Closed |
$9.05 |
$0 |
0 |
0% |
-61,000 |
-11,905 |
0 |
N/A |
|
|
WEC |
WEC Energy Group Inc |
663 |
Closed |
$85.43 |
$0 |
0 |
0% |
-278,000 |
-3,302 |
0 |
Multi Utilities |
|
|
YETI |
Yeti Holdings, Inc. |
650 |
Closed |
$0.00 |
$0 |
0 |
0% |
-282,000 |
-5,444 |
0 |
N/A |
|
|
VRSK |
Verisk Analytics, Inc. |
669 |
Closed |
$248.31 |
$0 |
0 |
0% |
-220,000 |
-920 |
0 |
Business Services |
|
|
ARDX |
Ardelyx Inc |
656 |
Closed |
$7.77 |
$0 |
0 |
0% |
-85,000 |
-13,650 |
0 |
N/A |
|
|
DOC |
Physicians Realty Trust |
675 |
Closed |
$11.23 |
$0 |
0 |
0% |
-246,000 |
-18,500 |
0 |
N/A |
|
|
EWU |
iShares United Kingdom Index |
662 |
Closed |
$36.15 |
$0 |
0 |
0% |
-305,000 |
-9,215 |
0 |
Closed - End Fund - E... |
|
|
WDC |
Western Digital Corp |
649 |
Closed |
$71.60 |
$0 |
0 |
0% |
-260,000 |
-4,960 |
0 |
Data Storage Devices |
|
|
DNP |
DNP Select Income Fund Inc |
668 |
Closed |
$9.02 |
$0 |
0 |
0% |
-145,000 |
-17,054 |
0 |
Closed - End Fund - E... |
|
|
SRE |
Sempra Energy |
655 |
Closed |
$71.98 |
$0 |
0 |
0% |
-288,000 |
-3,858 |
0 |
Electric Utilities |
|
|
VICI |
Vici Properties Inc. |
674 |
Closed |
$29.50 |
$0 |
0 |
0% |
-339,000 |
-10,647 |
0 |
N/A |
|
|
EMKR |
Emcore Corp |
661 |
Closed |
$0.35 |
$0 |
0 |
0% |
-98,000 |
-200,000 |
0 |
Semiconductor - Integ... |
|
|
XEL |
Xcel Energy Inc |
648 |
Closed |
$55.46 |
$0 |
0 |
0% |
-418,000 |
-6,756 |
0 |
Electric Utilities |
|
|
FNDF |
Schwab Fundamental Internat... |
680 |
Closed |
$35.92 |
$0 |
0 |
0% |
-201,000 |
-5,949 |
0 |
N/A |
|
|
NWG |
NatWest Group plc |
667 |
Closed |
$8.12 |
$0 |
0 |
0% |
-61,000 |
-10,807 |
0 |
N/A |
|
|
LW |
Lamb Weston Holdings, Inc. |
654 |
Closed |
$85.16 |
$0 |
0 |
0% |
-242,000 |
-2,240 |
0 |
N/A |
|
|
ONCT |
Oncternal Therapeutics Inc |
673 |
Closed |
$0.34 |
$0 |
0 |
0% |
-13,000 |
-23,536 |
0 |
Biotechnology |
|
|
CHTR |
Charter Communications Inc |
660 |
Closed |
$275.55 |
$0 |
0 |
0% |
-417,000 |
-1,072 |
0 |
CATV Systems |
|
|
NDLS |
Noodles & Co |
679 |
Closed |
$2.07 |
$0 |
0 |
0% |
-37,000 |
-11,804 |
0 |
Restaurants |
|
|
RIG |
Transocean Inc |
666 |
Closed |
$5.76 |
$0 |
0 |
0% |
-96,000 |
-15,100 |
0 |
Oil & Gas Drilling & ... |
|
|
WMS |
Advanced Drainage Systems, ... |
653 |
Closed |
$172.44 |
$0 |
0 |
0% |
-496,000 |
-3,526 |
0 |
N/A |
|
|
PSA |
Public Storage Inc |
672 |
Closed |
$275.94 |
$0 |
0 |
0% |
-202,000 |
-661 |
0 |
REIT - Industrial |
|
|
PCH |
Potlatch Corp |
659 |
Closed |
$43.17 |
$0 |
0 |
0% |
-209,000 |
-4,266 |
0 |
Paper & Paper Products |
|
|
IXG |
iShares Tr S&P Glbl Fncl Sct |
678 |
Closed |
$87.28 |
$0 |
0 |
0% |
-320,000 |
-4,074 |
0 |
Closed - End Fund - E... |
|
|
MMAT |
Meta Materials Ord Shs |
665 |
Closed |
$0.06 |
$0 |
0 |
0% |
-2,000 |
-24,967 |
0 |
N/A |
|
|
LOVE |
Lovesac Company |
652 |
Closed |
$25.31 |
$0 |
0 |
0% |
-225,000 |
-8,805 |
0 |
N/A |
|
|
GNRC |
Generac Holdings Inc. |
671 |
Closed |
$137.52 |
$0 |
0 |
0% |
-604,000 |
-4,675 |
0 |
Electronic Equipment |
|
|
TD |
Toronto-Dominion Bank (USA) |
658 |
Closed |
$56.62 |
$0 |
0 |
0% |
-216,000 |
-3,343 |
0 |
Domestic Money Center... |
|
|
KDP |
Keurig Dr Pepper Inc |
677 |
Closed |
$34.03 |
$0 |
0 |
0% |
-215,000 |
-6,438 |
0 |
Beverage Soft Drinks... |
|
|
OM |
Outset Medical, Inc. |
664 |
Closed |
$3.07 |
$0 |
0 |
0% |
-117,000 |
-21,653 |
0 |
N/A |
|
|
SJM |
JM Smucker Company |
651 |
Closed |
$115.34 |
$0 |
0 |
0% |
-225,000 |
-1,777 |
0 |
Processed & Packaged ... |
|
|
UPST |
Upstart Holdings, Inc. |
670 |
Closed |
$25.40 |
$0 |
0 |
0% |
-304,000 |
-7,431 |
0 |
N/A |
|
|
CNP |
CenterPoint Energy Inc |
657 |
Closed |
$29.70 |
$0 |
0 |
0% |
-208,000 |
-7,272 |
0 |
Multi Utilities |
|
