Cfm Wealth Partners LLC Closed Holding Positions

Cfm Wealth Partners LLC

  • $568 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HEI
Heico Corp

Industrials
Q2 2022 Filed on Jul 12, 2022
2,048
$127.59 - $157.21 $261K - $322K
FAST
Fastenal CO

Industrials
Q2 2022 Filed on Jul 12, 2022
5,133
$48.48 - $60.15 $249K - $309K
ECL
Ecolab Inc.

Basic Materials
Q2 2022 Filed on Jul 12, 2022
1,355
$145.63 - $183.62 $197K - $249K
TYL
Tyler Technologies Inc

Technology
Q2 2022 Filed on Jul 12, 2022
782
$303.39 - $444.26 $237K - $347K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q2 2022 Filed on Jul 12, 2022
3,838
$49.95 - $54.8 $192K - $210K
SWAN
Amplify ETF Tr Blackswan Growt
Q2 2022 Filed on Jul 12, 2022
6,398
N/A
CVS
Cvs Health Corp

Healthcare
Q2 2022 Filed on Jul 12, 2022
2,007
$88.66 - $106.64 $178K - $214K
VRSK
Verisk Analytics, Inc.

Industrials
Q2 2022 Filed on Jul 12, 2022
1,263
$158.23 - $220.25 $200K - $278K
GLOB
Globant S.A.

Technology
Q2 2022 Filed on Jul 12, 2022
1,612
$167.46 - $262.71 $270K - $423K
NEE
Nextera Energy Inc

Utilities
Q2 2022 Filed on Jul 12, 2022
2,620
$68.51 - $87.08 $179K - $228K
PAYC
Paycom Software, Inc.

Technology
Q2 2022 Filed on Jul 12, 2022
791
$259.97 - $358.64 $206K - $284K
DHR
Danaher Corp

Healthcare
Q2 2022 Filed on Jul 12, 2022
1,117
$237.11 - $299.66 $265K - $335K
UPS
United Parcel Service Inc

Industrials
Q2 2022 Filed on Jul 12, 2022
1,152
$167.39 - $206.64 $193K - $238K
ADI
Analog Devices Inc

Technology
Q2 2022 Filed on Jul 12, 2022
1,497
$143.46 - $169.24 $215K - $253K
EEM
Ishares Msci Emerging Markets

ETFs
Q2 2022 Filed on Jul 12, 2022
6,294
$39.4 - $46.71 $248K - $294K
SPGI
S&P Global Inc.

Financial Services
Q2 2022 Filed on Jul 12, 2022
659
$316.03 - $414.99 $208K - $273K
VFC
V F Corp

Consumer Cyclical
Q2 2022 Filed on Jul 12, 2022
4,280
$44.17 - $57.68 $189K - $247K
WST
West Pharmaceutical Services Inc

Healthcare
Q2 2022 Filed on Jul 12, 2022
951
$280.61 - $420.45 $267K - $400K
WELL
Welltower Inc.

Real Estate
Q1 2022 Filed on Apr 14, 2022
2,525
$79.67 - $98.31 $201K - $248K
Phillips 66 Partners LP Com Unit Rep Int
Q1 2022 Filed on Apr 14, 2022
21,770
N/A
Cyrusone Incorporated Reit
Q1 2022 Filed on Apr 14, 2022
6,684
N/A
RGEN
Repligen Corp

Healthcare
Q1 2022 Filed on Apr 14, 2022
1,000
$161.19 - $257.96 $161K - $258K
Ihs Markit Limited Shs
Q1 2022 Filed on Apr 14, 2022
2,329
N/A
ANSS
Ansys Inc

Technology
Q4 2021 Filed on Jan 21, 2022
661
$334.99 - $411.22 $221K - $272K
Contango Oil & Gas Company Com New
Q4 2021 Filed on Jan 21, 2022
262,972
N/A
RBA
Ritchie Bros Auctioneers Inc

Industrials
Q4 2021 Filed on Jan 21, 2022
4,291
$60.08 - $74.49 $258K - $320K
Draftkings Incorporated Com Class A
Q4 2021 Filed on Jan 21, 2022
13,646
N/A
ROL
Rollins Inc

Consumer Cyclical
Q4 2021 Filed on Jan 21, 2022
6,400
$31.77 - $39.33 $203K - $252K
TDOC
Teladoc Health, Inc.

Healthcare
Q4 2021 Filed on Jan 21, 2022
9,315
$87.43 - $154.29 $814K - $1.44M
VEEV
Veeva Systems Inc

Healthcare
Q4 2021 Filed on Jan 21, 2022
1,102
$249.49 - $325.25 $275K - $358K
CHWY
Chewy, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 21, 2022
4,450
$51.76 - $79.62 $230K - $354K
BL
Blackline, Inc.

Technology
Q4 2021 Filed on Jan 21, 2022
2,027
$99.35 - $131.39 $201K - $266K
CSGP
Costar Group, Inc.

Real Estate
Q4 2021 Filed on Jan 21, 2022
4,540
$75.23 - $99.74 $342K - $453K
FIVE
Five Below, Inc

Consumer Cyclical
Q4 2021 Filed on Jan 21, 2022
1,384
$166.95 - $218.76 $231K - $303K
General Electric Company
Q3 2021 Filed on Oct 25, 2021
13,587
N/A
AMED
Amedisys Inc

Healthcare
Q3 2021 Filed on Oct 25, 2021
903
$149.1 - $270.32 $135K - $244K
KMF
Kayne Anderson Next Gen Energy & Infrastructure, Inc.

Financial Services
Q3 2021 Filed on Oct 25, 2021
10,063
$6.87 - $7.68 $69.1K - $77.3K
ATVI
Activision Blizzard, Inc.

Communication Services
Q3 2021 Filed on Oct 25, 2021
2,334
$72.81 - $94.4 $170K - $220K
HOMB
Home Bancshares Inc

Financial Services
Q3 2021 Filed on Oct 25, 2021
8,152
$20.85 - $24.91 $170K - $203K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
Q3 2021 Filed on Oct 25, 2021
2,253
$83.76 - $92.78 $189K - $209K
Proofpoint Incorporated
Q3 2021 Filed on Oct 25, 2021
2,437
N/A
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 21, 2021
89
$2172.19 - $2505.1 $193K - $223K
Iac Interactivecorp New
Q2 2021 Filed on Jul 21, 2021
999
N/A
GILD
Gilead Sciences, Inc.

Healthcare
Q2 2021 Filed on Jul 21, 2021
3,450
$63.47 - $69.35 $219K - $239K
PRLB
Proto Labs Inc

Industrials
Q1 2021 Filed on May 17, 2021
1,482
$115.19 - $251.49 $171K - $373K
CHE
Chemed Corp

Healthcare
Q1 2021 Filed on May 17, 2021
399
$420.53 - $556.02 $168K - $222K
Dominion Res Black Warrior Tr Unit Ben Int
Q1 2021 Filed on May 17, 2021
14,600
N/A
ENLC
En Link Midstream, LLC

Energy
Q1 2021 Filed on May 17, 2021
44,322
$3.65 - $5.02 $162K - $222K
TLSS
Transportation & Logistics Systems, Inc.

Industrials
Q1 2021 Filed on May 17, 2021
53,000
$0.03 - $0.09 $1.59K - $4.77K
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