Cfo4 Life Group, LLC Closed Holding Positions

Cfo4 Life Group, LLC

  • $560 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FOCS
Focus Financial Partners Inc.

Financial Services
Q1 2021 Filed on Apr 20, 2021
23,001
$41.36 - $54.7 $951K - $1.26M
PGF
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on Apr 20, 2021
12,549
$18.24 - $19.12 $229K - $240K
WCC
Wesco International Inc

Industrials
Q1 2021 Filed on Apr 20, 2021
4,245
$75.98 - $93.23 $323K - $396K
Advisorshares Tr
Q1 2021 Filed on Apr 20, 2021
11,368
N/A
RIDE
Lordstown Motors Corp.

Consumer Cyclical
Q1 2021 Filed on Apr 20, 2021
9,833
$11.34 - $30.75 $112K - $302K
TDSD
Exchange Listed Fds Tr Cabana

ETFs
Q1 2021 Filed on Apr 20, 2021
54,751
$24.51 - $25.87 $1.34M - $1.42M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
Q1 2021 Filed on Apr 20, 2021
10,774
$14.85 - $15.58 $160K - $168K
EBAY
Ebay Inc

Consumer Cyclical
Q4 2020 Filed on Jan 12, 2021
8,228
$46.54 - $57.59 $383K - $474K
FTNT
Fortinet, Inc.

Technology
Q4 2020 Filed on Jan 12, 2021
3,687
$22.07 - $30.43 $81.4K - $112K
Proshares Tr
Q4 2020 Filed on Jan 12, 2021
10,918
N/A
BP
Bp PLC

Energy
Q3 2020 Filed on Oct 13, 2020
10,315
$17.46 - $24.26 $180K - $250K
NOC
Northrop Grumman Corp

Industrials
Q3 2020 Filed on Oct 13, 2020
897
$285.95 - $348.99 $256K - $313K
SYK
Stryker Corp

Healthcare
Q3 2020 Filed on Oct 13, 2020
1,685
$177.77 - $215.81 $300K - $364K
KEYS
Keysight Technologies, Inc.

Technology
Q3 2020 Filed on Oct 13, 2020
2,708
$90.69 - $104.0 $246K - $282K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 13, 2020
1,000
$294.76 - $398.29 $295K - $398K
LHX
L3 Harris Technologies, Inc.

Industrials
Q3 2020 Filed on Oct 13, 2020
1,548
$159.8 - $185.44 $247K - $287K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q3 2020 Filed on Oct 13, 2020
1,123
$197.81 - $223.21 $222K - $251K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q3 2020 Filed on Oct 13, 2020
1,648
$166.29 - $188.98 $274K - $311K
CDW
Cdw Corp

Technology
Q3 2020 Filed on Oct 13, 2020
2,762
$108.81 - $119.53 $301K - $330K
Noble Corp PLC
Q3 2020 Filed on Oct 13, 2020
27,709
N/A
SVRA
Savara Inc

Healthcare
Q2 2020 Filed on Jul 15, 2020
21,289
$1.8 - $3.05 $38.3K - $64.9K
Callon Pete CO Del
Q2 2020 Filed on Jul 15, 2020
16,420
N/A
Ligand Pharmaceuticals Inc
Q2 2020 Filed on Jul 15, 2020
10,000
N/A
NMFC
New Mountain Finance Corp

Financial Services
Q2 2020 Filed on Jul 15, 2020
11,083
$5.02 - $10.45 $55.6K - $116K
FLT
Fleetcor Technologies Inc

Technology
Q2 2020 Filed on Jul 15, 2020
1,832
$173.22 - $282.43 $317K - $517K
EMLP
First Tr Exchange Traded Iv

ETFs
Q2 2020 Filed on Jul 15, 2020
22,293
$16.75 - $23.13 $373K - $516K
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
Q1 2020 Filed on Apr 16, 2020
13,115
$11.14 - $14.51 $146K - $190K
Palo Alto Networks Inc
Q1 2020 Filed on Apr 16, 2020
12,000
N/A
CNC
Centene Corp

Healthcare
Q1 2020 Filed on Apr 16, 2020
9,489
$45.55 - $68.02 $432K - $645K
Nevro Corp
Q1 2020 Filed on Apr 16, 2020
10,000
N/A
Biomarin Pharmaceutical Inc
Q1 2020 Filed on Apr 16, 2020
10,000
N/A
HTGC
Hercules Capital, Inc.

Financial Services
Q1 2020 Filed on Apr 16, 2020
10,040
$6.81 - $15.99 $68.4K - $161K
Western Digital Corp
Q1 2020 Filed on Apr 16, 2020
10,000
N/A
SO
Southern CO

Utilities
Q1 2020 Filed on Apr 16, 2020
4,818
$43.23 - $70.85 $208K - $341K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q1 2020 Filed on Apr 16, 2020
4,025
$33.01 - $55.48 $133K - $223K
WELL
Welltower Inc.

Real Estate
Q1 2020 Filed on Apr 16, 2020
3,855
$33.22 - $89.84 $128K - $346K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q1 2020 Filed on Apr 16, 2020
46,530
$26.18 - $40.44 $1.22M - $1.88M
MPC
Marathon Petroleum Corp

Energy
Q1 2020 Filed on Apr 16, 2020
6,725
$16.62 - $61.91 $112K - $416K
Verint Sys Inc
Q1 2020 Filed on Apr 16, 2020
10,000
N/A
LUV
Southwest Airlines CO

Industrials
Q1 2020 Filed on Apr 16, 2020
10,807
$30.86 - $58.54 $334K - $633K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q1 2020 Filed on Apr 16, 2020
2,901
$49.36 - $76.45 $143K - $222K
VTR
Ventas, Inc.

Real Estate
Q1 2020 Filed on Apr 16, 2020
3,719
$16.97 - $63.05 $63.1K - $234K
Quotient Technology Inc
Q1 2020 Filed on Apr 16, 2020
11,000
N/A
CGBD
Carlyle Secured Lending, Inc.

Financial Services
Q4 2019 Filed on Jan 22, 2020
17,471
$13.15 - $14.53 $230K - $254K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 22, 2020
3,645
$90.7 - $112.39 $331K - $410K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q4 2019 Filed on Jan 22, 2020
5,056
$38.4 - $46.35 $194K - $234K
Legacy Tex Finl Group Inc
Q4 2019 Filed on Jan 22, 2020
50,836
N/A
BTEGF
Baytex Energy Corp.

Energy
Q4 2019 Filed on Jan 22, 2020
11,000
$1.02 - $1.47 $11.2K - $16.2K
XPL
Solitario Zinc Corp.

Basic Materials
Q4 2019 Filed on Jan 22, 2020
32,674
$0.26 - $0.31 $8.5K - $10.1K
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