Comprehensive Financial Management LLC Closed Holding Positions

Comprehensive Financial Management LLC

  • $3.58 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ABNB
Airbnb, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
5,582
$89.08 - $177.02 $497K - $988K
CLOV
Clover Health Investments, Corp.

Healthcare
Q2 2022 Filed on Aug 15, 2022
428,864
$2.05 - $3.65 $879K - $1.57M
DIDIY
Di Di Global Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
1,020,928
$1.44 - $3.4 $1.47M - $3.47M
U
Unity Software Inc.

Technology
Q1 2022 Filed on May 16, 2022
1,969
$74.35 - $138.65 $146K - $273K
YMM
Full Truck Alliance Co. Ltd.

Technology
Q1 2022 Filed on May 16, 2022
220,650
$4.65 - $9.86 $1.03M - $2.18M
ME
23and Me Holding Co.

Healthcare
Q1 2022 Filed on May 16, 2022
91,198
$3.28 - $7.12 $299K - $649K
SQ
Block, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
41,201
$158.3 - $265.08 $6.52M - $10.9M
PINS
Pinterest, Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
4,297
$34.93 - $62.68 $150K - $269K
RBLX
Roblox Corp

Communication Services
Q4 2021 Filed on Feb 14, 2022
12,708
$70.22 - $134.72 $892K - $1.71M
QS
Quantum Scape Corp

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
32,598
$19.3 - $27.68 $629K - $902K
BARKWS
Bark Inc Wt Exp 00.000% 05/01/
Q3 2021 Filed on Nov 15, 2021
32,116
N/A
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
Q3 2021 Filed on Nov 15, 2021
809,296
$79.92 - $85.66 $64.7M - $69.3M
VTWO
Vanguard Russell 2000 ETF

ETFs
Q3 2021 Filed on Nov 15, 2021
179,862
$85.46 - $93.4 $15.4M - $16.8M
Slack Technologies Inc
Q2 2021 Filed on Aug 16, 2021
120,947
N/A
NTNX
Nutanix, Inc.

Technology
Q4 2020 Filed on Feb 16, 2021
17,793
$21.37 - $33.86 $380K - $602K
UBER
Uber Technologies, Inc

Technology
Q4 2020 Filed on Feb 16, 2021
43,572
$33.41 - $54.86 $1.46M - $2.39M
ZUO
Zuora Inc

Technology
Q3 2020 Filed on Nov 13, 2020
33,481
$9.41 - $16.17 $315K - $541K
UPWK
Upwork, Inc

Industrials
Q3 2020 Filed on Nov 13, 2020
60,496
$13.4 - $17.51 $811K - $1.06M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 13, 2020
25,515
$26.74 - $58.43 $682K - $1.49M
DBX
Dropbox, Inc.

Technology
Q2 2020 Filed on Aug 13, 2020
10,506
$17.7 - $23.65 $186K - $248K
ESTC
Elastic N.V.

Technology
Q2 2020 Filed on Aug 13, 2020
20,162
$47.39 - $93.47 $955K - $1.88M
DOMO
Domo, Inc.

Technology
Q2 2020 Filed on Aug 13, 2020
12,639
$8.54 - $32.25 $108K - $408K
FSLY
Fastly, Inc.

Technology
Q2 2020 Filed on Aug 13, 2020
52,713
$17.61 - $86.51 $928K - $4.56M
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