Cfm Wealth Partners LLC Closed Holding Positions

Cfm Wealth Partners LLC

  • $568 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CARR
Carrier Global Corp

Industrials
Q3 2020 Filed on Nov 10, 2020
1,573
$22.61 - $31.03 $35.6K - $48.8K
Valaris PLC Shs Class A
Q3 2020 Filed on Nov 10, 2020
3,093
N/A
RIG
Transocean Ltd.

Energy
Q3 2020 Filed on Nov 10, 2020
947
$0.8 - $2.48 $758 - $2.35K
CVE
Cenovus Energy Inc.

Energy
Q3 2020 Filed on Nov 10, 2020
500
$3.86 - $5.23 $1.93K - $2.62K
TMDI
Titan Medical Inc

Healthcare
Q3 2020 Filed on Nov 10, 2020
2,350
$0.62 - $0.99 $1.46K - $2.33K
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
Q3 2020 Filed on Nov 10, 2020
3,544
$42.17 - $46.84 $149K - $166K
LPRO
Open Lending Corp

Financial Services
Q3 2020 Filed on Nov 10, 2020
5,000
$15.15 - $25.5 $75.8K - $128K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
Q3 2020 Filed on Nov 10, 2020
2,093
$19.5 - $25.98 $40.8K - $54.4K
OTIS
Otis Worldwide Corp

Industrials
Q3 2020 Filed on Nov 10, 2020
786
$55.78 - $65.34 $43.8K - $51.4K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
37
$123.32 - $166.06 $4.56K - $6.14K
Ecoark Hldgs Incorporated
Q3 2020 Filed on Nov 10, 2020
679
N/A
Gaslog Limited Shs
Q3 2020 Filed on Nov 10, 2020
100
N/A
TLRY
Tilray Brands, Inc.

Healthcare
Q3 2020 Filed on Nov 10, 2020
28
$4.7 - $8.7 $132 - $244
CCL
Carnival Corp

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
10
$13.07 - $18.53 $131 - $185
ARNC
Arconic Corp

Industrials
Q3 2020 Filed on Nov 10, 2020
8
$13.07 - $23.08 $105 - $185
Noble Corporation PLC Shs Usd
Q3 2020 Filed on Nov 10, 2020
300
N/A
American International Group Inc Warrant Exp 011921
Q3 2020 Filed on Nov 10, 2020
5
N/A
Clean Coal Technologies Incorporated Com New
Q3 2020 Filed on Nov 10, 2020
29
N/A
Delphi Technologies Pl Shs
Q3 2020 Filed on Nov 10, 2020
24
N/A
ZYME
Zymeworks Inc.

Healthcare
Q3 2020 Filed on Nov 10, 2020
10
$29.21 - $46.58 $292 - $466
Blue Prism Group PLC Ord Gbp
Q3 2020 Filed on Nov 10, 2020
30
N/A
Next Science Limited Ord Shs
Q3 2020 Filed on Nov 10, 2020
2,300
N/A
USO
United States Oil Fund, LP

ETFs
Q3 2020 Filed on Nov 10, 2020
29
$26.75 - $30.93 $776 - $897
LUMO
Lumos Pharma, Inc.

Healthcare
Q3 2020 Filed on Nov 10, 2020
49
$13.25 - $16.5 $649 - $809
RPD
Rapid7, Inc.

Technology
Q3 2020 Filed on Nov 10, 2020
12
$52.87 - $67.08 $634 - $805
EGO
Eldorado Gold Corp

Basic Materials
Q3 2020 Filed on Nov 10, 2020
60
$9.58 - $12.71 $575 - $763
CCXI
Chemo Centryx, Inc.
Q3 2020 Filed on Nov 10, 2020
10
$46.35 - $61.69 $464 - $617
HWM
Howmet Aerospace Inc.

Industrials
Q3 2020 Filed on Nov 10, 2020
33
$14.77 - $18.78 $487 - $620
NIO
Nio Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
60
$7.91 - $21.22 $475 - $1.27K
NVS
Novartis Ag

Healthcare
Q3 2020 Filed on Nov 10, 2020
865
$82.14 - $91.0 $71.1K - $78.7K
EQNR
Equinor Asa

Energy
Q3 2020 Filed on Nov 10, 2020
200
$13.95 - $16.65 $2.79K - $3.33K
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
41
$111.35 - $121.75 $4.57K - $4.99K
RDS-A
Shell PLC

Energy
Q3 2020 Filed on Nov 10, 2020
431
$23.93 - $31.98 $10.3K - $13.8K
RE
Everest Re Group LTD

Financial Services
Q3 2020 Filed on Nov 10, 2020
274
$197.1 - $232.19 $54K - $63.6K
DOX
Amdocs LTD

Technology
Q3 2020 Filed on Nov 10, 2020
895
$57.04 - $62.66 $51.1K - $56.1K
JCI
Johnson Controls International PLC

Industrials
Q3 2020 Filed on Nov 10, 2020
1,710
$33.38 - $42.97 $57.1K - $73.5K
SONY
Sony Group Corp

Technology
Q3 2020 Filed on Nov 10, 2020
757
$69.16 - $83.45 $52.4K - $63.2K
CHKP
Check Point Software Technologies LTD

Technology
Q3 2020 Filed on Nov 10, 2020
435
$107.92 - $130.58 $46.9K - $56.8K
HKXCY
Hong Kong Exchanges & Clearing

Financial Services
Q3 2020 Filed on Nov 10, 2020
2,740
$42.87 - $50.83 $117K - $139K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
565
$33.22 - $39.54 $18.8K - $22.3K
NOMD
Nomad Foods LTD

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
2,929
$20.83 - $26.36 $61K - $77.2K
SIEGY
Siemens Aktiengesellschaft Ads

Industrials
Q3 2020 Filed on Nov 10, 2020
1,065
$58.56 - $71.12 $62.4K - $75.7K
SLB
Schlumberger Limited

Energy
Q3 2020 Filed on Nov 10, 2020
4,562
$15.56 - $20.36 $71K - $92.9K
CP
Canadian Pacific Railway LTD

Industrials
Q3 2020 Filed on Nov 10, 2020
183
$50.71 - $61.56 $9.28K - $11.3K
TTE
Total Energies Se

Energy
Q3 2020 Filed on Nov 10, 2020
3,053
$32.7 - $40.47 $99.8K - $124K
LIN
Linde PLC

Basic Materials
Q3 2020 Filed on Nov 10, 2020
637
$214.77 - $260.23 $137K - $166K
Royal Dutch Shell PLC Spon Adr B
Q3 2020 Filed on Nov 10, 2020
4,336
N/A
DEO
Diageo PLC

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
675
$127.94 - $149.93 $86.4K - $101K
CB
Chubb LTD

Financial Services
Q3 2020 Filed on Nov 10, 2020
924
$113.85 - $136.03 $105K - $126K
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