Lfa Lugano Financial Advisors Sa Closed Holding Positions

Lfa Lugano Financial Advisors Sa

  • $146 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
COPX
Global X Copper Miners ETF

ETFs
Q1 2022 Filed on May 09, 2022
2,308
$36.71 - $46.47 $84.7K - $107K
SHV
Ishares Tr

ETFs
Q4 2021 Filed on Jan 20, 2022
456
$110.39 - $110.47 $50.3K - $50.4K
ACN
Accenture PLC

Technology
Q4 2021 Filed on Jan 20, 2022
931
$319.49 - $415.42 $297K - $387K
KSU
Kansas City Southern

Industrials
Q3 2021 Filed on Oct 26, 2021
200
N/A
COTY
Coty Inc.

Consumer Defensive
Q3 2021 Filed on Oct 26, 2021
5,650
$7.76 - $9.77 $43.8K - $55.2K
OGN
Organon & Co.

Healthcare
Q3 2021 Filed on Oct 26, 2021
9
$28.63 - $35.64 $258 - $321
RACE
Ferrari N.V.

Consumer Cyclical
Q3 2021 Filed on Oct 26, 2021
313
$203.56 - $225.88 $63.7K - $70.7K
JPEM
Jp Morgan Diversified Return

ETFs
Q2 2021 Filed on Jul 27, 2021
55
$56.46 - $61.33 $3.11K - $3.37K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q1 2021 Filed on Apr 27, 2021
9,000
$43.31 - $46.8 $390K - $421K
ACES
Alps ETF Tr Clean Energy ETF

ETFs
Q1 2021 Filed on Apr 27, 2021
1,560
$70.86 - $100.32 $111K - $156K
LRCX
Lam Research Corp

Technology
Q1 2021 Filed on Apr 27, 2021
876
$478.02 - $598.81 $419K - $525K
KMB
Kimberly Clark Corp

Consumer Defensive
Q1 2021 Filed on Apr 27, 2021
1,694
$128.33 - $139.05 $217K - $236K
CMI
Cummins Inc

Industrials
Q1 2021 Filed on Apr 27, 2021
910
$221.37 - $275.99 $201K - $251K
MCK
Mckesson Corp

Healthcare
Q1 2021 Filed on Apr 27, 2021
602
$169.52 - $196.53 $102K - $118K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
Q1 2021 Filed on Apr 27, 2021
930
$26.64 - $31.59 $24.8K - $29.4K
HEZU
Ishares Currency Hedged Msci E

ETFs
Q1 2021 Filed on Apr 27, 2021
1,350
$30.9 - $34.26 $41.7K - $46.3K
PSX
Phillips 66

Energy
Q1 2021 Filed on Apr 27, 2021
717
$67.38 - $88.66 $48.3K - $63.6K
KLAC
Kla Corp

Technology
Q1 2021 Filed on Apr 27, 2021
1,301
$260.33 - $337.18 $339K - $439K
BBY
Best Buy CO Inc

Consumer Cyclical
Q1 2021 Filed on Apr 27, 2021
3,582
$98.24 - $120.96 $352K - $433K
SDGA
Impact Shs Fds I Tr Sus Dev Go

ETFs
Q1 2021 Filed on Apr 27, 2021
3,019
N/A
CHTR
Charter Communications, Inc.

Communication Services
Q1 2021 Filed on Apr 27, 2021
664
$596.5 - $654.65 $396K - $435K
CAG
Conagra Brands Inc.

Consumer Defensive
Q1 2021 Filed on Apr 27, 2021
5,153
$32.91 - $38.69 $170K - $199K
CAH
Cardinal Health Inc

Healthcare
Q1 2021 Filed on Apr 27, 2021
3,139
$51.37 - $62.46 $161K - $196K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
Q1 2021 Filed on Apr 27, 2021
600
$126.98 - $155.61 $76.2K - $93.4K
BEN
Franklin Resources Inc

Financial Services
Q1 2021 Filed on Apr 27, 2021
8,380
$24.28 - $30.26 $203K - $254K
General Electric CO
Q1 2021 Filed on Apr 27, 2021
1,375
N/A
HPQ
Hp Inc

Technology
Q1 2021 Filed on Apr 27, 2021
7,860
$24.11 - $31.75 $190K - $250K
HDV
Ishares Core High Dividend ETF

ETFs
Q4 2020 Filed on Jan 25, 2021
190
$77.25 - $90.74 $14.7K - $17.2K
CNI
Canadian National Railway CO

Industrials
Q4 2020 Filed on Jan 25, 2021
250
$99.45 - $112.04 $24.9K - $28K
RCI
Rogers Communications Inc

Communication Services
Q4 2020 Filed on Jan 25, 2021
430
$39.48 - $47.79 $17K - $20.5K
BCE
Bce Inc

Communication Services
Q4 2020 Filed on Jan 25, 2021
520
$40.22 - $45.95 $20.9K - $23.9K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q4 2020 Filed on Jan 25, 2021
5,877
$61.15 - $73.67 $359K - $433K
ALC
Alcon Inc

Healthcare
Q4 2020 Filed on Jan 25, 2021
306
$56.82 - $66.57 $17.4K - $20.4K
ADBE
Adobe Inc.

Technology
Q4 2020 Filed on Jan 25, 2021
1,846
$444.94 - $514.31 $821K - $949K
TDG
Trans Digm Group Inc

Industrials
Q3 2020 Filed on Oct 23, 2020
570
$410.98 - $519.01 $234K - $296K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
Q3 2020 Filed on Oct 23, 2020
900
$56.71 - $65.92 $51K - $59.3K
WELL
Welltower Inc.

Real Estate
Q3 2020 Filed on Oct 23, 2020
1,300
$49.2 - $61.12 $64K - $79.5K
O
Realty Income Corp

Real Estate
Q3 2020 Filed on Oct 23, 2020
1,400
$55.07 - $63.77 $77.1K - $89.3K
ETN
Eaton Corp PLC

Industrials
Q3 2020 Filed on Oct 23, 2020
3,496
$85.64 - $105.57 $299K - $369K
COP
Conocophillips

Energy
Q3 2020 Filed on Oct 23, 2020
5,703
$32.46 - $41.78 $185K - $238K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q2 2020 Filed on Jul 10, 2020
1,740
$45.03 - $76.39 $78.4K - $133K
CPB
Campbell Soup CO

Consumer Defensive
Q2 2020 Filed on Jul 10, 2020
6,429
$45.98 - $53.53 $296K - $344K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q2 2020 Filed on Jul 10, 2020
2,925
$38.35 - $47.02 $112K - $138K
TBT
Proshares Ultrashort 20+Year T

ETFs
Q2 2020 Filed on Jul 10, 2020
6,150
$14.96 - $17.61 $92K - $108K
CTSH
Cognizant Technology Solutions Corp

Technology
Q2 2020 Filed on Jul 10, 2020
1,124
$42.51 - $59.23 $47.8K - $66.6K
JCI
Johnson Controls International PLC

Industrials
Q2 2020 Filed on Jul 10, 2020
13,224
$25.16 - $36.81 $333K - $487K
AMGN
Amgen Inc

Healthcare
Q2 2020 Filed on Jul 10, 2020
1,420
$197.81 - $242.74 $281K - $345K
TROW
Price T Rowe Group Inc

Financial Services
Q2 2020 Filed on Jul 10, 2020
447
$93.87 - $130.77 $42K - $58.5K
MDT
Medtronic PLC

Healthcare
Q2 2020 Filed on Jul 10, 2020
470
$84.11 - $103.33 $39.5K - $48.6K
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