Lfa Lugano Financial Advisors Sa Closed Holding Positions

Lfa Lugano Financial Advisors Sa

  • $146 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
LIT
Global X Fds Global X Lithium

ETFs
Q1 2020 Filed on Apr 08, 2020
600
$18.13 - $33.61 $10.9K - $20.2K
DG
Dollar General Corp

Consumer Defensive
Q1 2020 Filed on Apr 08, 2020
46
$136.1 - $166.88 $6.26K - $7.68K
IYJ
Ishares Tr

ETFs
Q1 2020 Filed on Apr 08, 2020
370
$52.08 - $87.1 $19.3K - $32.2K
ACWI
Ishares Msci Acwi ETF

ETFs
Q1 2020 Filed on Apr 08, 2020
700
$54.33 - $81.73 $38K - $57.2K
VOD
Vodafone Group Public LTD CO

Communication Services
Q1 2020 Filed on Apr 08, 2020
720
$11.59 - $20.43 $8.34K - $14.7K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q1 2020 Filed on Apr 08, 2020
6,500
$44.1 - $51.09 $287K - $332K
ALLO
Allogene Therapeutics, Inc.

Healthcare
Q4 2019 Filed on Jan 10, 2020
75
$24.82 - $31.4 $1.86K - $2.36K
NOC
Northrop Grumman Corp

Industrials
Q4 2019 Filed on Jan 10, 2020
18
$337.85 - $368.98 $6.08K - $6.64K
ATVI
Activision Blizzard, Inc.

Communication Services
Q4 2019 Filed on Jan 10, 2020
60
$51.95 - $59.42 $3.12K - $3.57K
TRGP
Targa Resources Corp.

Energy
Q4 2019 Filed on Jan 10, 2020
88
$35.22 - $41.08 $3.1K - $3.62K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q4 2019 Filed on Jan 10, 2020
9,570
$32.78 - $34.11 $314K - $326K
ATHX
Athersys, Inc

Healthcare
Q4 2019 Filed on Jan 10, 2020
1,620
$1.16 - $1.42 $1.88K - $2.3K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 10, 2020
300
$17.97 - $24.05 $5.39K - $7.22K
DVAX
Dynavax Technologies Corp

Healthcare
Q4 2019 Filed on Jan 10, 2020
300
$3.46 - $6.93 $1.04K - $2.08K
UPS
United Parcel Service Inc

Industrials
Q4 2019 Filed on Jan 10, 2020
50
$112.74 - $124.3 $5.64K - $6.22K
TLRY
Tilray Brands, Inc.

Healthcare
Q4 2019 Filed on Jan 10, 2020
21
$15.72 - $24.88 $330 - $522
Spring Bk Pharmaceuticals In
Q4 2019 Filed on Jan 10, 2020
240
N/A
SIX
Six Flags Entertainment Corp

Consumer Cyclical
Q4 2019 Filed on Jan 10, 2020
60
$41.54 - $51.9 $2.49K - $3.11K
MKC
Mccormick & CO Inc

Consumer Defensive
Q4 2019 Filed on Jan 10, 2020
19
$79.23 - $86.37 $1.51K - $1.64K
LMT
Lockheed Martin Corp

Industrials
Q4 2019 Filed on Jan 10, 2020
9
$370.73 - $394.24 $3.34K - $3.55K
SJM
J M Smucker CO

Consumer Defensive
Q4 2019 Filed on Jan 10, 2020
35
$101.51 - $108.4 $3.55K - $3.79K
F
Ford Motor CO

Consumer Cyclical
Q4 2019 Filed on Jan 10, 2020
290
$8.54 - $9.54 $2.48K - $2.77K
EXEL
Exelixis, Inc.

Healthcare
Q4 2019 Filed on Jan 10, 2020
53
$15.15 - $18.89 $803 - $1K
ALBO
Albireo Pharma, Inc.

Healthcare
Q4 2019 Filed on Jan 10, 2020
100
$16.92 - $28.96 $1.69K - $2.9K
ARCC
Ares Capital Corp

Financial Services
Q4 2019 Filed on Jan 10, 2020
220
$18.1 - $19.02 $3.98K - $4.18K
WM
Waste Management Inc

Industrials
Q4 2019 Filed on Jan 10, 2020
150
$108.31 - $117.44 $16.2K - $17.6K
HEWU
Ishares Tr Currency Hedged Msc

ETFs
Q4 2019 Filed on Jan 10, 2020
30,089
$23.14 - $24.94 $696K - $750K
Telefonica Brasil Sa
Q4 2019 Filed on Jan 10, 2020
275
N/A
Alerian Mlp ETF
Q4 2019 Filed on Jan 10, 2020
99,421
N/A
FCX
Freeport Mcmoran Inc

Basic Materials
Q4 2019 Filed on Jan 10, 2020
22,245
$8.51 - $13.17 $189K - $293K
BSX
Boston Scientific Corp

Healthcare
Q4 2019 Filed on Jan 10, 2020
170
$37.87 - $45.37 $6.44K - $7.71K
M
Macy'S, Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 10, 2020
3,380
$14.65 - $17.0 $49.5K - $57.5K
ADDYY
Adidas Ag Sponsored Adr (Germa

Consumer Cyclical
Q4 2019 Filed on Jan 10, 2020
165
$146.06 - $163.28 $24.1K - $26.9K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q4 2019 Filed on Jan 10, 2020
16,177
$38.4 - $46.35 $621K - $750K
GPS
Gap Inc

Consumer Cyclical
Q2 2019 Filed on Aug 02, 2019
9,374
$17.49 - $26.73 $164K - $251K
OXY
Occidental Petroleum Corp

Energy
Q2 2019 Filed on Aug 02, 2019
2,395
$47.43 - $68.37 $114K - $164K
VLO
Valero Energy Corp

Energy
Q2 2019 Filed on Aug 02, 2019
1,650
$70.4 - $91.15 $116K - $150K
IBM
International Business Machines Corp

Technology
Q2 2019 Filed on Aug 02, 2019
18
$121.41 - $138.76 $2.19K - $2.5K
BAX
Baxter International Inc

Healthcare
Q2 2019 Filed on Aug 02, 2019
600
$73.44 - $82.41 $44.1K - $49.4K
FLT
Fleetcor Technologies Inc

Technology
Q1 2019 Filed on Apr 30, 2019
260
$181.6 - $246.59 $47.2K - $64.1K
I Shares Currency Hedged Msci S
Q1 2019 Filed on Apr 30, 2019
50,535
N/A
SCHW
Schwab Charles Corp

Financial Services
Q1 2019 Filed on Apr 30, 2019
2,263
$40.72 - $47.98 $92.1K - $109K
I Shares Gold Trust
Q1 2019 Filed on Apr 30, 2019
3,820
N/A
CMF
Ishares California Muni Bond E

ETFs
Q1 2019 Filed on Apr 30, 2019
14,960
$58.26 - $59.59 $872K - $891K
IEV
Ishares Tr Europe ETF

ETFs
Q1 2019 Filed on Apr 30, 2019
507
$38.63 - $44.26 $19.6K - $22.4K
VRSK
Verisk Analytics, Inc.

Industrials
Q1 2019 Filed on Apr 30, 2019
618
$105.33 - $133.0 $65.1K - $82.2K
IYF
Ishares Tr

ETFs
Q1 2019 Filed on Apr 30, 2019
265
N/A
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2019 Filed on Apr 30, 2019
15,040
$113.15 - $119.15 $1.7M - $1.79M
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
Q1 2019 Filed on Apr 30, 2019
4,600
$47.53 - $49.86 $219K - $229K
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