Cfs Investment Advisory Services, LLC Closed Holding Positions

Cfs Investment Advisory Services, LLC

  • $1.19 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MGM
Mgm Resorts International

Consumer Cyclical
Q2 2022 Filed on Aug 16, 2022
14,008
$27.17 - $43.35 $381K - $607K
IBB
Ishares Biotechnology ETF

ETFs
Q2 2022 Filed on Aug 16, 2022
11,777
$105.82 - $134.76 $1.25M - $1.59M
IYG
Ishares Tr

ETFs
Q2 2022 Filed on Aug 16, 2022
19,115
$48.28 - $60.23 $923K - $1.15M
IWS
Ishares Russell Midcap Value E

ETFs
Q2 2022 Filed on Aug 16, 2022
12,323
$99.42 - $121.64 $1.23M - $1.5M
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q2 2022 Filed on Aug 16, 2022
12,676
$38.3 - $43.06 $485K - $546K
IWN
Ishares Russell2000 Val ETF

ETFs
Q2 2022 Filed on Aug 16, 2022
13,073
$134.47 - $162.71 $1.76M - $2.13M
IGE
Ishares Tr North Amern Nat Res

ETFs
Q2 2022 Filed on Aug 16, 2022
13,389
$35.4 - $45.43 $474K - $608K
IYF
Ishares Tr

ETFs
Q2 2022 Filed on Aug 16, 2022
15,131
$67.96 - $84.37 $1.03M - $1.28M
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q2 2022 Filed on Aug 16, 2022
15,245
$69.6 - $87.62 $1.06M - $1.34M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q2 2022 Filed on Aug 16, 2022
19,643
$49.95 - $54.8 $981K - $1.08M
IYR
Ishares Tr

ETFs
Q2 2022 Filed on Aug 16, 2022
27,163
$86.95 - $112.38 $2.36M - $3.05M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
Q2 2022 Filed on Aug 16, 2022
28,300
$53.66 - $64.11 $1.52M - $1.81M
JBLU
Jetblue Airways Corp

Industrials
Q2 2022 Filed on Aug 16, 2022
17,940
$8.11 - $14.8 $145K - $266K
JCI
Johnson Controls International PLC

Industrials
Q2 2022 Filed on Aug 16, 2022
22,097
$47.23 - $66.64 $1.04M - $1.47M
MTD
Mettler Toledo International Inc

Healthcare
Q2 2022 Filed on Aug 16, 2022
82,391
$1097.57 - $1381.84 $90.4M - $114M
MASI
Masimo Corp

Healthcare
Q2 2022 Filed on Aug 16, 2022
82,521
$112.97 - $151.71 $9.32M - $12.5M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q2 2022 Filed on Aug 16, 2022
82,995
$144.34 - $178.7 $12M - $14.8M
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
Q2 2022 Filed on Aug 16, 2022
47,400
$15.09 - $19.0 $715K - $901K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q2 2022 Filed on Aug 16, 2022
112,177
$84.5 - $117.08 $9.48M - $13.1M
LNC
Lincoln National Corp

Financial Services
Q2 2022 Filed on Aug 16, 2022
15,294
$45.95 - $68.67 $703K - $1.05M
LSXMK
Liberty Media Corp

Communication Services
Q2 2022 Filed on Aug 16, 2022
45,959
$34.86 - $46.07 $1.6M - $2.12M
EL
Estee Lauder Companies Inc

Consumer Defensive
Q2 2022 Filed on Aug 16, 2022
84,147
$229.13 - $278.62 $19.3M - $23.4M
LHX
L3 Harris Technologies, Inc.

Industrials
Q2 2022 Filed on Aug 16, 2022
18,635
$221.57 - $260.8 $4.13M - $4.86M
KLAC
Kla Corp

Technology
Q2 2022 Filed on Aug 16, 2022
83,096
$310.4 - $371.77 $25.8M - $30.9M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2022 Filed on Aug 16, 2022
44,580
$54.29 - $67.38 $2.42M - $3M
AOR
Ishares Tr Core Growth Allocat

ETFs
Q2 2022 Filed on Aug 16, 2022
65,777
$47.07 - $54.22 $3.1M - $3.57M
IYM
Ishares Tr

ETFs
Q2 2022 Filed on Aug 16, 2022
74,780
$117.72 - $154.02 $8.8M - $11.5M
HUBS
Hubspot Inc

Technology
Q2 2022 Filed on Aug 16, 2022
54,618
$281.81 - $504.2 $15.4M - $27.5M
HON
Honeywell International Inc

Industrials
Q2 2022 Filed on Aug 16, 2022
153,913
$173.2 - $205.85 $26.7M - $31.7M
HSY
Hershey CO

Consumer Defensive
Q2 2022 Filed on Aug 16, 2022
113,081
$202.26 - $229.68 $22.9M - $26M
JKHY
Henry Jack & Associates Inc

Technology
Q2 2022 Filed on Aug 16, 2022
85,914
$171.58 - $203.75 $14.7M - $17.5M
GGG
Graco Inc

Industrials
Q2 2022 Filed on Aug 16, 2022
83,246
$56.92 - $70.83 $4.74M - $5.9M
GBIL
Goldman Sachs Access Treasury

ETFs
Q2 2022 Filed on Aug 16, 2022
109,634
$99.74 - $100.0 $10.9M - $11M
GL
Globe Life Inc.

Financial Services
Q2 2022 Filed on Aug 16, 2022
130,076
$88.38 - $105.91 $11.5M - $13.8M
GPN
Global Payments Inc

Industrials
Q2 2022 Filed on Aug 16, 2022
14,916
$106.98 - $144.6 $1.6M - $2.16M
GNTX
Gentex Corp

Consumer Cyclical
Q2 2022 Filed on Aug 16, 2022
105,916
$26.34 - $31.3 $2.79M - $3.32M
IT
Gartner Inc

Technology
Q2 2022 Filed on Aug 16, 2022
82,991
$224.07 - $310.01 $18.6M - $25.7M
BEN
Franklin Resources Inc

Financial Services
Q2 2022 Filed on Aug 16, 2022
173,104
$23.07 - $28.02 $3.99M - $4.85M
HUM
Humana Inc

Healthcare
Q2 2022 Filed on Aug 16, 2022
29,156
$420.04 - $468.33 $12.2M - $13.7M
HBAN
Huntington Bancshares Inc

Financial Services
Q2 2022 Filed on Aug 16, 2022
14,255
$11.84 - $14.44 $169K - $206K
IYK
Ishares U.S. Consumer Staples

ETFs
Q2 2022 Filed on Aug 16, 2022
89,971
$185.26 - $213.41 $16.7M - $19.2M
IYJ
Ishares Tr

ETFs
Q2 2022 Filed on Aug 16, 2022
91,197
$86.15 - $105.81 $7.86M - $9.65M
AOA
Ishares Tr Core Aggressive All

ETFs
Q2 2022 Filed on Aug 16, 2022
108,029
$58.69 - $69.52 $6.34M - $7.51M
IYC
Ishares U.S. Consumer Discreti

ETFs
Q2 2022 Filed on Aug 16, 2022
113,836
$55.58 - $76.32 $6.33M - $8.69M
IAU
Ishares Gold Trust

ETFs
Q2 2022 Filed on Aug 16, 2022
48,689
$34.31 - $37.62 $1.67M - $1.83M
Investors Bancorp Inc New
Q2 2022 Filed on Aug 16, 2022
104,510
N/A
RYE
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 16, 2022
27,681
$60.48 - $81.27 $1.67M - $2.25M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q2 2022 Filed on Aug 16, 2022
20,738
$26.59 - $36.97 $551K - $767K
IP
International Paper CO

Consumer Cyclical
Q2 2022 Filed on Aug 16, 2022
11,630
$41.12 - $49.69 $478K - $578K
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