Personal Cfo Solutions, LLC Sells in Q4 2024

Personal Cfo Solutions, LLC

  • $497 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MUSA
Murphy Usa Inc.

Consumer Cyclical
-24
- 4.36%
$473.11 - $555.48 $11.4K - $13.3K
526 $263K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
-215
- 0.35%
$7.03 - $8.43 $1.51K - $1.81K
61.5K $462K
DOV
Dover Corp

Industrials
-2
- 0.13%
$184.72 - $206.51 $369 - $413
1.49K $278K
PAYC
Paycom Software, Inc.

Technology
-880
- 19.28%
$159.94 - $240.25 $141K - $211K
3.69K $755K
ZBRA
Zebra Technologies Corp

Technology
-51
- 5.56%
$360.09 - $411.94 $18.4K - $21K
867 $334K
CASY
Caseys General Stores Inc

Consumer Cyclical
-59
- 6.28%
$366.65 - $427.88 $21.6K - $25.2K
880 $348K
ABNB
Airbnb, Inc.

Consumer Cyclical
-319
- 3.88%
$125.36 - $147.37 $40K - $47K
7.91K $1.04M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-109
- 2.51%
$76.21 - $82.24 $8.31K - $8.96K
4.23K $329K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-1.36K
- 22.85%
$77.15 - $104.91 $105K - $142K
4.58K $461K
SQ
Block, Inc.

Technology
-691
- 21.32%
$65.06 - $98.92 $45K - $68.4K
2.55K $216K
Aegon LTD
-1.59K
- 6.29%
N/A
23.6K $0
Ferguson Enterprises Inc
-503
- 11.38%
N/A
3.92K $0
Atlassian Corporation
-79
- 2.24%
N/A
3.45K $0
Ge Vernova Inc
-127
- 7.75%
N/A
1.51K $0
Canadian Pacific Kansas City
-3.24K
- 15.78%
N/A
17.3K $0
TRV
Travelers Companies, Inc.

Financial Services
-23
- 2.65%
$225.97 - $266.66 $5.2K - $6.13K
845 $203K
CRAI
Cra International, Inc.

Industrials
-106
- 5.68%
$168.27 - $206.55 $17.8K - $21.9K
1.76K $329K
LKFN
Lakeland Financial Corp

Financial Services
-219
- 4.8%
$61.39 - $75.85 $13.4K - $16.6K
4.35K $298K
HOMB
Home Bancshares Inc

Financial Services
-498
- 3.72%
$26.0 - $32.09 $12.9K - $16K
12.9K $365K
TNL
Travel & Leisure Co.

Consumer Cyclical
-836
- 7.91%
$45.26 - $56.28 $37.8K - $47.1K
9.73K $491K
NOG
Northern Oil & Gas, Inc.

Energy
-336
- 3.62%
$35.57 - $43.49 $12K - $14.6K
8.94K $332K
RL
Ralph Lauren Corp

Consumer Cyclical
-618
- 15.55%
$192.23 - $233.41 $119K - $144K
3.36K $774K
AGM
Federal Agricultural Mortgage Corp

Financial Services
-54
- 3.31%
$181.72 - $216.45 $9.81K - $11.7K
1.58K $310K
TTD
Trade Desk, Inc.

Technology
-73
- 3.86%
$108.7 - $139.51 $7.94K - $10.2K
1.82K $213K
SNDR
Schneider National, Inc.

Industrials
-92
- 0.74%
$26.97 - $33.61 $2.48K - $3.09K
12.4K $362K
CDNS
Cadence Design Systems Inc

Technology
-74
- 7.01%
$249.1 - $324.54 $18.4K - $24K
981 $294K
VMI
Valmont Industries Inc

Industrials
-48
- 2.95%
$287.0 - $352.14 $13.8K - $16.9K
1.58K $484K
AL
Air Lease Corp

Industrials
-167
- 2.26%
$42.79 - $52.16 $7.15K - $8.71K
7.21K $347K
TDY
Teledyne Technologies Inc

Technology
-6
- 0.71%
$436.59 - $489.24 $2.62K - $2.94K
834 $387K
BCS
Barclays PLC

Financial Services
-1.29K
- 3.89%
$11.65 - $13.67 $15K - $17.6K
31.9K $423K
ARES
Ares Management Corp

Financial Services
-394
- 9.06%
$153.38 - $183.7 $60.4K - $72.4K
3.95K $699K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-135
- 0.91%
$12.27 - $15.41 $1.66K - $2.08K
14.8K $213K
MSCI
Msci Inc.

Financial Services
-21
- 0.83%
$569.09 - $635.99 $12K - $13.4K
2.5K $1.5M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-188
- 1.79%
$16.43 - $22.77 $3.09K - $4.28K
10.3K $226K
EPD
Enterprise Products Partners L.P.

Energy
-270
- 1.25%
$28.66 - $34.43 $7.74K - $9.3K
21.3K $669K
WMB
Williams Companies, Inc.

Energy
-3
- 0.05%
$46.37 - $59.74 $139 - $179
5.69K $307K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-504
- 12.79%
$146.47 - $191.01 $73.8K - $96.3K
3.44K $640K
QFIN
360 Digi Tech, Inc.

Financial Services
-219
- 2.76%
$29.37 - $39.79 $6.43K - $8.71K
7.71K $295K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-49
- 2.78%
$152.04 - $211.12 $7.45K - $10.3K
1.72K $348K
WDAY
Workday, Inc.

Technology
-23
- 0.38%
$233.85 - $279.91 $5.38K - $6.44K
5.95K $1.54M
CRWD
Crowd Strike Holdings, Inc.

Technology
-36
- 2.48%
$275.15 - $388.2 $9.91K - $14K
1.42K $484K
MCK
Mckesson Corp

Healthcare
-114
- 5.43%
$482.27 - $628.5 $55K - $71.6K
1.99K $1.13M
YPF
Ypf Sociedad Anonima

Energy
-5.61K
- 35.82%
$21.67 - $44.88 $122K - $252K
10.1K $427K
PAM
Pampa Energy Inc.

Utilities
-89
- 2.13%
$59.98 - $91.79 $5.34K - $8.17K
4.09K $359K
MS
Morgan Stanley

Financial Services
-134
- 2.13%
$104.42 - $134.99 $14K - $18.1K
6.16K $774K
WMT
Walmart Inc.

Consumer Defensive
-370
- 2.15%
$79.1 - $95.7 $29.3K - $35.4K
16.8K $1.52M
BMA
Macro Bank Inc.

Financial Services
-88
- 1.95%
$65.0 - $106.83 $5.72K - $9.4K
4.42K $427K
GGAL
Grupo Financiero Galicia Sa

Financial Services
-132
- 1.75%
$41.94 - $68.72 $5.54K - $9.07K
7.43K $463K
MA
Mastercard Inc

Financial Services
-152
- 1.97%
$491.3 - $536.15 $74.7K - $81.5K
7.55K $3.98M
Activity Summary
Buys All Purchases 242 New Holdings 67 Increased Positions 175 Sells All Sells 211 Reductions 211 Sold out 0 Options Calls 0 Puts 0
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