Personal Cfo Solutions, LLC Sells in Q3 2024

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CNQ
Canadian Natural Resources LTD

Energy
-3
- 0.02%
$31.97 - $37.41 $95.9 - $112
16.5K $547K
NOG
Northern Oil & Gas, Inc.

Energy
-554
- 5.63%
$33.96 - $43.19 $18.8K - $23.9K
9.28K $328K
IBN
Icici Bank LTD

Financial Services
-2.49K
- 6.63%
$27.58 - $31.38 $68.7K - $78.2K
35.1K $1.05M
MNST
Monster Beverage Corp

Consumer Defensive
-862
- 17.83%
$45.01 - $52.47 $38.8K - $45.2K
3.97K $207K
DGX
Quest Diagnostics Inc

Healthcare
-221
- 7.67%
$137.09 - $137.09 $30.3K - $30.3K
2.66K $364K
PEP
Pepsico Inc

Consumer Defensive
-363
- 5.8%
$161.9 - $179.3 $58.8K - $65.1K
5.89K $1M
SBUX
Starbucks Corp

Consumer Cyclical
-1.4K
- 25.36%
$72.51 - $98.6 $102K - $138K
4.12K $401K
EMB
Ishares Tr

ETFs
-514
- 12.47%
$87.75 - $93.74 $45.1K - $48.2K
3.61K $337K
KLAC
Kla Corp

Technology
-2
- 0.48%
$696.17 - $892.35 $1.39K - $1.78K
416 $321K
ANSS
Ansys Inc

Technology
-55
- 3.89%
$296.54 - $331.25 $16.3K - $18.2K
1.36K $432K
NSP
Insperity, Inc.

Industrials
-139
- 5.25%
$85.48 - $103.18 $11.9K - $14.3K
2.51K $220K
C
Citigroup Inc

Financial Services
-126
- 1.17%
$56.11 - $67.61 $7.07K - $8.52K
10.7K $667K
NTAP
Net App, Inc.

Technology
-47
- 2.19%
$114.18 - $134.62 $5.37K - $6.33K
2.1K $259K
CSGP
Costar Group, Inc.

Real Estate
-268
- 9.11%
$71.59 - $79.61 $19.2K - $21.3K
2.67K $201K
SAP
Sap Se

Technology
-732
- 13.19%
$197.21 - $231.0 $144K - $169K
4.82K $1.1M
RE
Everest Re Group LTD

Financial Services
-40
- 3.93%
N/A
977 $362K
PCAR
Paccar Inc

Industrials
-37
- 1.37%
$91.64 - $109.98 $3.39K - $4.07K
2.67K $263K
ADI
Analog Devices Inc

Technology
-88
- 3.47%
$200.56 - $243.33 $17.6K - $21.4K
2.45K $563K
BMY
Bristol Myers Squibb CO

Healthcare
-5.9K
- 20.71%
$39.66 - $51.75 $234K - $305K
22.6K $1.17M
FCOM
Fidelity Covington Tr Msci Com

ETFs
-6.26K
- 5.4%
$49.09 - $55.08 $307K - $345K
110K $6.03M
UPS
United Parcel Service Inc

Industrials
-68
- 2.12%
$123.32 - $147.38 $8.39K - $10K
3.15K $428K
CRAI
Cra International, Inc.

Industrials
-102
- 5.18%
$152.32 - $183.71 $15.5K - $18.7K
1.87K $328K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-606
- 6.28%
$54.98 - $59.51 $33.3K - $36.1K
9.04K $537K
XYL
Xylem Inc.

Industrials
-34
- 0.53%
$126.14 - $141.53 $4.29K - $4.81K
6.39K $862K
BAC
Bank Of America Corp

Financial Services
-107
- 0.33%
$36.65 - $44.13 $3.92K - $4.72K
32.8K $1.3M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-54
- 1.08%
$49.7 - $56.11 $2.68K - $3.03K
4.93K $270K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-75
- 1.2%
$92.56 - $99.46 $6.94K - $7.46K
6.17K $591K
COST
Costco Wholesale Corp

Consumer Defensive
-63
- 4.61%
$801.83 - $917.05 $50.5K - $57.8K
1.31K $1.16M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-554
- 9.56%
$39.47 - $49.4 $21.9K - $27.4K
5.24K $249K
UBER
Uber Technologies, Inc

Technology
-244
- 3.86%
$58.48 - $77.47 $14.3K - $18.9K
6.07K $456K
HYG
Ishares Tr

ETFs
-1.94K
- 4.01%
$76.72 - $80.36 $149K - $156K
46.5K $3.73M
AMD
Advanced Micro Devices Inc

Technology
-50
- 1.84%
$128.67 - $183.96 $6.43K - $9.2K
2.67K $438K
SJNK
Spdr Bloomberg Short Term High

ETFs
-431
- 3.14%
$24.8 - $25.75 $10.7K - $11.1K
13.3K $341K
TGT
Target Corp

Consumer Defensive
-128
- 5.45%
$133.47 - $159.25 $17.1K - $20.4K
2.22K $346K
TTE
Total Energies Se

Energy
-145
- 3.15%
$68.61 - $68.61 $9.95K - $9.95K
4.45K $305K
Atlassian Corporation
-1.97K
- 35.8%
N/A
3.53K $0
Canadian Pacific Kansas City
-550
- 2.61%
N/A
20.6K $0
Fidelity Wise Origin Bitcoin
-1
- 0.02%
N/A
4.88K $0
JNK
Spdr Bloomberg High Yield Bond

ETFs
-603
- 3.57%
$93.65 - $97.81 $56.5K - $59K
16.3K $1.59M
LSTR
Landstar System Inc

Industrials
-45
- 2.64%
$173.24 - $193.87 $7.8K - $8.72K
1.66K $313K
OC
Owens Corning

Industrials
-21
- 1.74%
$154.02 - $186.38 $3.23K - $3.91K
1.19K $209K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-4
- 5.19%
$3305.62 - $4268.05 $13.2K - $17.1K
73 $307K
DY
Dycom Industries Inc

Industrials
-162
- 13.09%
$165.44 - $197.22 $26.8K - $31.9K
1.08K $211K
DFS
Discover Financial Services

Financial Services
-246
- 5.94%
$123.41 - $144.72 $30.4K - $35.6K
3.9K $546K
AJG
Arthur J. Gallagher & Co.

Financial Services
-117
- 6.91%
$259.22 - $299.75 $30.3K - $35.1K
1.58K $443K
UBS
Ubs Group Ag

Financial Services
-1.12K
- 3.76%
$27.97 - $31.42 $31.2K - $35.1K
28.6K $883K
SYK
Stryker Corp

Healthcare
-24
- 3.65%
$315.94 - $371.96 $7.58K - $8.93K
634 $229K
SQ
Block, Inc.

Technology
-20
- 0.61%
$57.21 - $72.07 $1.14K - $1.44K
3.24K $217K
KMB
Kimberly Clark Corp

Consumer Defensive
-27
- 0.94%
$135.05 - $148.35 $3.65K - $4.01K
2.85K $406K
Activity Summary
Buys All Purchases 333 New Holdings 69 Increased Positions 264 Sells All Sells 207 Reductions 207 Sold out 0 Options Calls 0 Puts 0
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