Cfm Wealth Partners LLC Closed Holding Positions

Cfm Wealth Partners LLC

  • $568 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Unilever N V N Y Shs New
Q3 2020 Filed on Nov 10, 2020
1,360
N/A
STE
Steris PLC

Healthcare
Q3 2020 Filed on Nov 10, 2020
456
$150.16 - $176.19 $68.5K - $80.3K
IVZ
Invesco Ltd.

Financial Services
Q3 2020 Filed on Nov 10, 2020
4,205
$9.77 - $11.49 $41.1K - $48.3K
G
Genpact LTD

Technology
Q3 2020 Filed on Nov 10, 2020
1,107
$34.93 - $42.71 $38.7K - $47.3K
NABZY
Natl Australia Bk LTD Ads5

Financial Services
Q3 2020 Filed on Nov 10, 2020
1,541
$6.04 - $6.65 $9.31K - $10.2K
VOD
Vodafone Group Public LTD CO

Communication Services
Q3 2020 Filed on Nov 10, 2020
545
$13.32 - $16.59 $7.26K - $9.04K
CGC
Canopy Growth Corp

Healthcare
Q3 2020 Filed on Nov 10, 2020
485
$14.17 - $19.48 $6.87K - $9.45K
APTV
Aptiv PLC

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
134
$75.39 - $91.92 $10.1K - $12.3K
TT
Trane Technologies PLC

Industrials
Q3 2020 Filed on Nov 10, 2020
80
$88.86 - $124.87 $7.11K - $9.99K
BP
Bp PLC

Energy
Q3 2020 Filed on Nov 10, 2020
152
$17.46 - $24.26 $2.65K - $3.69K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q3 2020 Filed on Nov 10, 2020
64
$62.13 - $79.9 $3.98K - $5.11K
SFTBY
Softbank Group Corp

Communication Services
Q3 2020 Filed on Nov 10, 2020
156
$25.93 - $33.12 $4.05K - $5.17K
ALC
Alcon Inc

Healthcare
Q3 2020 Filed on Nov 10, 2020
29
$55.23 - $62.39 $1.6K - $1.81K
WTM
White Mountains Insurance Group LTD

Financial Services
Q3 2020 Filed on Nov 10, 2020
2
$757.0 - $955.48 $1.51K - $1.91K
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
142
$86.29 - $100.38 $12.3K - $14.3K
NTR
Nutrien Ltd.

Basic Materials
Q3 2020 Filed on Nov 10, 2020
209
$31.26 - $41.59 $6.53K - $8.69K
PNR
Pentair PLC

Industrials
Q3 2020 Filed on Nov 10, 2020
767
$36.47 - $46.55 $28K - $35.7K
BMO
Bank Of Montreal

Financial Services
Q3 2020 Filed on Nov 10, 2020
465
$52.13 - $63.75 $24.2K - $29.6K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
66
$215.95 - $298.0 $14.3K - $19.7K
RIO
Rio Tinto PLC

Basic Materials
Q3 2020 Filed on Nov 10, 2020
315
$55.98 - $65.43 $17.6K - $20.6K
TRTN
Triton International LTD

Industrials
Q3 2020 Filed on Nov 10, 2020
450
$29.42 - $41.15 $13.2K - $18.5K
GLNG
Golar Lng LTD

Energy
Q3 2020 Filed on Nov 10, 2020
1,380
$6.01 - $13.91 $8.29K - $19.2K
CNQ
Canadian Natural Resources LTD

Energy
Q3 2020 Filed on Nov 10, 2020
195
$16.01 - $20.55 $3.12K - $4.01K
RJF
Raymond James Financial Inc

Financial Services
Q3 2020 Filed on Nov 10, 2020
925
$43.73 - $51.3 $40.5K - $47.5K
MCY
Mercury General Corp

Financial Services
Q3 2020 Filed on Nov 10, 2020
1,375
$39.04 - $46.18 $53.7K - $63.5K
NEOG
Neogen Corp

Healthcare
Q3 2020 Filed on Nov 10, 2020
976
$36.62 - $40.95 $35.7K - $40K
EBAY
Ebay Inc

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
2,000
$48.61 - $59.27 $97.2K - $119K
DE
Deere & CO

Industrials
Q3 2020 Filed on Nov 10, 2020
300
$156.85 - $221.97 $47.1K - $66.6K
WRK
West Rock CO

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
1,619
$26.22 - $37.64 $42.5K - $60.9K
Tcf Financial Corporation New
Q3 2020 Filed on Nov 10, 2020
1,159
N/A
ROKU
Roku, Inc

Communication Services
Q3 2020 Filed on Nov 10, 2020
709
$128.39 - $193.79 $91K - $137K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
2,080
$43.34 - $53.1 $90.1K - $110K
ALB
Albemarle Corp

Basic Materials
Q3 2020 Filed on Nov 10, 2020
799
$75.75 - $100.45 $60.5K - $80.3K
ALL
Allstate Corp

Financial Services
Q3 2020 Filed on Nov 10, 2020
442
$85.82 - $97.25 $37.9K - $43K
AOS
Smith A O Corp

Industrials
Q3 2020 Filed on Nov 10, 2020
1,348
$46.3 - $53.73 $62.4K - $72.4K
COO
Cooper Companies, Inc.

Healthcare
Q3 2020 Filed on Nov 10, 2020
195
$280.08 - $347.78 $54.6K - $67.8K
CABO
Cable One, Inc.

Communication Services
Q3 2020 Filed on Nov 10, 2020
42
$1699.07 - $1928.0 $71.4K - $81K
BAH
Booz Allen Hamilton Holding Corp

Industrials
Q3 2020 Filed on Nov 10, 2020
766
$70.9 - $88.77 $54.3K - $68K
IXN
Ishares Global Information Tec

ETFs
Q3 2020 Filed on Nov 10, 2020
358
$39.38 - $47.07 $14.1K - $16.9K
MET
Metlife Inc

Financial Services
Q3 2020 Filed on Nov 10, 2020
1,209
$35.39 - $40.57 $42.8K - $49K
MPWR
Monolithic Power Systems Inc

Technology
Q3 2020 Filed on Nov 10, 2020
405
$235.55 - $282.85 $95.4K - $115K
TRV
Travelers Companies, Inc.

Financial Services
Q3 2020 Filed on Nov 10, 2020
541
$107.44 - $122.24 $58.1K - $66.1K
CRI
Carters Inc

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
15
$76.37 - $89.55 $1.15K - $1.34K
IAA
Iaa, Inc.

Industrials
Q3 2020 Filed on Nov 10, 2020
1,543
$38.04 - $53.62 $58.7K - $82.7K
Pluralsight Incorporated Com Class A
Q3 2020 Filed on Nov 10, 2020
3,625
N/A
IFF
International Flavors & Fragrances Inc

Basic Materials
Q3 2020 Filed on Nov 10, 2020
545
$116.12 - $130.99 $63.3K - $71.4K
MSCI
Msci Inc.

Financial Services
Q3 2020 Filed on Nov 10, 2020
78
$339.25 - $394.0 $26.5K - $30.7K
CW
Curtiss Wright Corp

Industrials
Q3 2020 Filed on Nov 10, 2020
461
$83.91 - $108.62 $38.7K - $50.1K
NOC
Northrop Grumman Corp

Industrials
Q3 2020 Filed on Nov 10, 2020
200
$285.95 - $348.99 $57.2K - $69.8K
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