Cfm Wealth Partners LLC Closed Holding Positions

Cfm Wealth Partners LLC

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

Healthcare
Q3 2020 Filed on Nov 10, 2020
5,000
$5.78 - $7.47 $28.9K - $37.4K
FISV
Fiserv Inc

Technology
Q3 2020 Filed on Nov 10, 2020
2,097
$93.06 - $104.07 $195K - $218K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q3 2020 Filed on Nov 10, 2020
2,604
$33.9 - $41.18 $88.3K - $107K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q3 2020 Filed on Nov 10, 2020
1,852
$103.87 - $120.36 $192K - $223K
A
Agilent Technologies, Inc.

Healthcare
Q3 2020 Filed on Nov 10, 2020
865
$88.11 - $103.42 $76.2K - $89.5K
FDX
Fedex Corp

Industrials
Q3 2020 Filed on Nov 10, 2020
629
$155.48 - $254.44 $97.8K - $160K
HUBB
Hubbell Inc

Industrials
Q3 2020 Filed on Nov 10, 2020
617
$122.96 - $149.01 $75.9K - $91.9K
HII
Huntington Ingalls Industries, Inc.

Industrials
Q3 2020 Filed on Nov 10, 2020
326
$137.83 - $180.95 $44.9K - $59K
IEV
Ishares Tr Europe ETF

ETFs
Q3 2020 Filed on Nov 10, 2020
2,235
$40.73 - $44.0 $91K - $98.3K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
Q3 2020 Filed on Nov 10, 2020
7,200
$6.18 - $8.2 $44.5K - $59K
D
Dominion Energy, Inc

Utilities
Q3 2020 Filed on Nov 10, 2020
1,226
$73.58 - $82.69 $90.2K - $101K
TFC
Truist Financial Corp

Financial Services
Q3 2020 Filed on Nov 10, 2020
1,355
$33.61 - $40.81 $45.5K - $55.3K
WAL
Western Alliance Bancorporation

Financial Services
Q3 2020 Filed on Nov 10, 2020
1,546
$30.82 - $39.75 $47.6K - $61.5K
VO
Vanguard Mid Cap ETF

ETFs
Q3 2020 Filed on Nov 10, 2020
525
$164.39 - $185.0 $86.3K - $97.1K
CHUY
Chuy'S Holdings, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
707
$12.83 - $23.86 $9.07K - $16.9K
HAL
Halliburton CO

Energy
Q3 2020 Filed on Nov 10, 2020
2,885
$11.78 - $16.71 $34K - $48.2K
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
Q3 2020 Filed on Nov 10, 2020
513
$34.81 - $39.87 $17.9K - $20.5K
BIIB
Biogen Inc.

Healthcare
Q3 2020 Filed on Nov 10, 2020
368
$264.77 - $305.71 $97.4K - $113K
AXP
American Express CO

Financial Services
Q3 2020 Filed on Nov 10, 2020
820
$90.57 - $107.27 $74.3K - $88K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q3 2020 Filed on Nov 10, 2020
578
$82.72 - $94.57 $47.8K - $54.7K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q3 2020 Filed on Nov 10, 2020
6,600
$71.87 - $131.03 $474K - $865K
HCSG
Healthcare Services Group Inc

Healthcare
Q3 2020 Filed on Nov 10, 2020
3,923
$20.2 - $27.54 $79.2K - $108K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q3 2020 Filed on Nov 10, 2020
2,005
$34.54 - $36.7 $69.3K - $73.6K
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q3 2020 Filed on Nov 10, 2020
955
$100.38 - $113.96 $95.9K - $109K
CACI
Caci International Inc

Technology
Q3 2020 Filed on Nov 10, 2020
384
$194.41 - $240.34 $74.7K - $92.3K
FHB
First Hawaiian, Inc.

Financial Services
Q3 2020 Filed on Nov 10, 2020
91
$14.47 - $18.59 $1.32K - $1.69K
Core Mark Holding Company Incorporated
Q3 2020 Filed on Nov 10, 2020
3,876
N/A
IDA
Idacorp Inc

Utilities
Q3 2020 Filed on Nov 10, 2020
916
$79.51 - $94.78 $72.8K - $86.8K
ZTS
Zoetis Inc.

Healthcare
Q3 2020 Filed on Nov 10, 2020
593
$137.1 - $165.37 $81.3K - $98.1K
EW
Edwards Lifesciences Corp

Healthcare
Q3 2020 Filed on Nov 10, 2020
1,050
$67.19 - $87.44 $70.5K - $91.8K
XLK
Technology Sector Spdr

ETFs
Q3 2020 Filed on Nov 10, 2020
916
$104.66 - $127.03 $95.9K - $116K
CTVA
Corteva, Inc.

Basic Materials
Q3 2020 Filed on Nov 10, 2020
1,067
$25.32 - $30.13 $27K - $32.1K
TSCO
Tractor Supply CO

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
358
$132.45 - $154.63 $47.4K - $55.4K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q3 2020 Filed on Nov 10, 2020
415
$53.91 - $60.23 $22.4K - $25K
NSC
Norfolk Southern Corp

Industrials
Q3 2020 Filed on Nov 10, 2020
160
$170.85 - $222.94 $27.3K - $35.7K
FTV
Fortive Corp

Technology
Q3 2020 Filed on Nov 10, 2020
423
$56.28 - $64.96 $23.8K - $27.5K
ROCC
Ranger Oil Corp

Energy
Q3 2020 Filed on Nov 10, 2020
42
$8.36 - $14.56 $351 - $612
AAL
American Airlines Group Inc.

Industrials
Q3 2020 Filed on Nov 10, 2020
1,218
$11.08 - $14.0 $13.5K - $17.1K
PII
Polaris Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
268
$87.87 - $107.62 $23.5K - $28.8K
F
Ford Motor CO

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
2,748
$5.84 - $7.28 $16K - $20K
HBAN
Huntington Bancshares Inc

Financial Services
Q3 2020 Filed on Nov 10, 2020
1,685
$8.06 - $10.12 $13.6K - $17.1K
LHX
L3 Harris Technologies, Inc.

Industrials
Q3 2020 Filed on Nov 10, 2020
170
$159.8 - $185.44 $27.2K - $31.5K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
31
$12.93 - $18.46 $401 - $572
MNST
Monster Beverage Corp

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
556
$69.03 - $86.53 $38.4K - $48.1K
OMC
Omnicom Group Inc.

Communication Services
Q3 2020 Filed on Nov 10, 2020
400
$48.81 - $57.01 $19.5K - $22.8K
Quidel Corporation
Q3 2020 Filed on Nov 10, 2020
550
N/A
ELV
Elevance Health, Inc.

Healthcare
Q3 2020 Filed on Nov 10, 2020
100
$245.73 - $284.63 $24.6K - $28.5K
BR
Broadridge Financial Solutions, Inc.

Technology
Q3 2020 Filed on Nov 10, 2020
150
$125.12 - $143.13 $18.8K - $21.5K
IT
Gartner Inc

Technology
Q3 2020 Filed on Nov 10, 2020
189
$118.16 - $134.19 $22.3K - $25.4K
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