Cfm Wealth Partners LLC Closed Holding Positions

Cfm Wealth Partners LLC

  • $568 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ORKLY
Orkla As Spon Adr (Rep A)

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
488
$8.19 - $9.2 $4K - $4.49K
BAESY
Bae Systems PLC
Q2 2020 Filed on Aug 14, 2020
630
$23.79 - $27.87 $15K - $17.6K
MFC
Manulife Financial Corp

Financial Services
Q2 2020 Filed on Aug 14, 2020
1,366
$11.34 - $15.04 $15.5K - $20.5K
AVGO
Broadcom Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
26
$223.63 - $318.71 $5.81K - $8.29K
PLCE
Childrens Place, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
51
$14.06 - $53.41 $717 - $2.72K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
Q2 2020 Filed on Aug 14, 2020
1,034
$32.27 - $43.97 $33.4K - $45.5K
ZURVY
Zurich Insurance Grp LTD Spons

Financial Services
Q2 2020 Filed on Aug 14, 2020
980
$14.16 - $18.29 $13.9K - $17.9K
IBDRY
Iberdrola Sa Dpon Adr (Spain)

Utilities
Q2 2020 Filed on Aug 14, 2020
925
$36.73 - $46.51 $34K - $43K
CLR
Continental Resources, Inc

Energy
Q2 2020 Filed on Aug 14, 2020
200
$7.47 - $21.58 $1.49K - $4.32K
Tallgrass Energy LP Class A Shs
Q2 2020 Filed on Aug 14, 2020
10,024
N/A
SAP
Sap Se

Technology
Q2 2020 Filed on Aug 14, 2020
556
$104.99 - $141.07 $58.4K - $78.4K
OXM
Oxford Industries Inc

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
38
$31.82 - $57.06 $1.21K - $2.17K
Concho Res Incorporated
Q2 2020 Filed on Aug 14, 2020
400
N/A
CNI
Canadian National Railway CO

Industrials
Q2 2020 Filed on Aug 14, 2020
946
$74.84 - $91.67 $70.8K - $86.7K
Allergan PLC Shs
Q2 2020 Filed on Aug 14, 2020
490
N/A
BDX
Becton Dickinson & CO

Healthcare
Q2 2020 Filed on Aug 14, 2020
44
$219.9 - $263.41 $9.68K - $11.6K
DDOG
Datadog, Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
15
$34.6 - $89.69 $519 - $1.35K
ASX
Ase Technology Holding Co., Ltd.

Technology
Q2 2020 Filed on Aug 14, 2020
3,659
$3.53 - $4.61 $12.9K - $16.9K
United States Oil Fund, LP
Q2 2020 Filed on Aug 14, 2020
236
N/A
TM
Toyota Motor Corp

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
242
$115.0 - $132.07 $27.8K - $32K
NTTYY
Nippon Teleg &Tel Adr

Communication Services
Q2 2020 Filed on Aug 14, 2020
1,184
$22.05 - $24.4 $26.1K - $28.9K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q2 2020 Filed on Aug 14, 2020
505
$55.08 - $72.67 $27.8K - $36.7K
UOVEY
United Overseas Bank Spons Adr

Financial Services
Q2 2020 Filed on Aug 14, 2020
710
$25.79 - $33.31 $18.3K - $23.7K
NOK
Nokia Corp

Technology
Q2 2020 Filed on Aug 14, 2020
6,250
$2.97 - $4.52 $18.6K - $28.2K
VONE
Vanguard Russell 1000 ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
244
$111.93 - $148.6 $27.3K - $36.3K
DTEGY
Deutsche Telekom Ag Ads (1 Ord)

Communication Services
Q2 2020 Filed on Aug 14, 2020
1,471
$12.5 - $17.27 $18.4K - $25.4K
Telefonica Brasil Sa Sponsered Adr
Q2 2020 Filed on Aug 14, 2020
1,887
N/A
WMMVY
Wal Mart De Mexico S A B De C

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
739
$21.95 - $26.7 $16.2K - $19.7K
Arconic Incorporated
Q2 2020 Filed on Aug 14, 2020
33
N/A
ABB
Abb LTD

Industrials
Q2 2020 Filed on Aug 14, 2020
1,002
$16.47 - $22.56 $16.5K - $22.6K
UBS
Ubs Group Ag

Financial Services
Q2 2020 Filed on Aug 14, 2020
2,079
$8.84 - $11.95 $18.4K - $24.8K
ARW
Arrow Electronics Inc

Technology
Q2 2020 Filed on Aug 14, 2020
615
$50.17 - $77.2 $30.9K - $47.5K
NNGRY
Nn Group Nv

Financial Services
Q2 2020 Filed on Aug 14, 2020
1,273
$12.25 - $18.05 $15.6K - $23K
TILE
Interface Inc

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
276
$6.74 - $10.6 $1.86K - $2.93K
IBTX
Independent Bank Group, Inc.

Financial Services
Q2 2020 Filed on Aug 14, 2020
1,000
$21.77 - $44.03 $21.8K - $44K
GSK
Gsk PLC

Healthcare
Q2 2020 Filed on Aug 14, 2020
696
$37.87 - $43.58 $26.4K - $30.3K
NILSY
Public Joint Stock Company Mining And Metallurgical Company Norilsk Nickel

Basic Materials
Q2 2020 Filed on Aug 14, 2020
784
N/A
SNY
Sanofi

Healthcare
Q2 2020 Filed on Aug 14, 2020
576
$42.91 - $52.5 $24.7K - $30.2K
AME
Ametek Inc

Industrials
Q1 2020 Filed on May 12, 2020
125
$58.21 - $101.86 $7.28K - $12.7K
ACIW
Aci Worldwide, Inc.

Technology
Q1 2020 Filed on May 12, 2020
380
$21.19 - $39.06 $8.05K - $14.8K
XPO
Xpo Logistics, Inc.

Industrials
Q1 2020 Filed on May 12, 2020
225
$23.68 - $57.69 $5.33K - $13K
RXN
Zurn Water Solutions Corporation

Industrials
Q1 2020 Filed on May 12, 2020
590
N/A
GTN
Gray Television Inc

Communication Services
Q1 2020 Filed on May 12, 2020
635
$8.81 - $22.6 $5.59K - $14.4K
FELE
Franklin Electric CO Inc

Industrials
Q1 2020 Filed on May 12, 2020
240
$41.43 - $60.94 $9.94K - $14.6K
FIX
Comfort Systems Usa Inc

Industrials
Q1 2020 Filed on May 12, 2020
400
$29.95 - $50.25 $12K - $20.1K
MRCY
Mercury Systems Inc

Industrials
Q1 2020 Filed on May 12, 2020
275
$57.1 - $86.47 $15.7K - $23.8K
NEO
Neogenomics Inc

Healthcare
Q1 2020 Filed on May 12, 2020
640
$20.5 - $34.53 $13.1K - $22.1K
OMCL
Omnicell, Inc

Healthcare
Q1 2020 Filed on May 12, 2020
175
$55.41 - $90.19 $9.7K - $15.8K
CMA
Comerica Inc

Financial Services
Q1 2020 Filed on May 12, 2020
275
$27.34 - $71.75 $7.52K - $19.7K
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