Personal Cfo Solutions, LLC Closed Holding Positions

Personal Cfo Solutions, LLC

  • $482 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
Q1 2022 Filed on May 02, 2022
47,303
$49.44 - $52.65 $2.34M - $2.49M
TLIS
Talis Biomedical Corp

Healthcare
Q1 2022 Filed on May 02, 2022
10,000
$1.3 - $4.19 $13K - $41.9K
ETSY
Etsy Inc

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
1,061
$116.51 - $209.93 $124K - $223K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2022 Filed on May 02, 2022
11,994
$31.42 - $36.91 $377K - $443K
OKE
Oneok Inc

Energy
Q1 2022 Filed on May 02, 2022
5,563
$58.53 - $72.27 $326K - $402K
OKTA
Okta, Inc.

Technology
Q1 2022 Filed on May 02, 2022
1,019
$138.11 - $222.66 $141K - $227K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q1 2022 Filed on May 02, 2022
4,060
$55.84 - $65.41 $227K - $266K
XLC
Select Sector Spdr Tr Communic

ETFs
Q1 2022 Filed on May 02, 2022
14,103
$63.62 - $78.22 $897K - $1.1M
TDOC
Teladoc Health, Inc.

Healthcare
Q1 2022 Filed on May 02, 2022
2,536
$50.79 - $95.08 $129K - $241K
SWAN
Amplify ETF Tr Blackswan Growt
Q1 2022 Filed on May 02, 2022
6,000
N/A
UMC
United Microelectronics Corp

Technology
Q1 2022 Filed on May 02, 2022
13,777
$8.76 - $11.69 $121K - $161K
MSM
Msc Industrial Direct CO Inc

Industrials
Q1 2022 Filed on May 02, 2022
2,768
$75.82 - $85.87 $210K - $238K
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q1 2022 Filed on May 02, 2022
8,898
$36.63 - $39.83 $326K - $354K
U
Unity Software Inc.

Technology
Q1 2022 Filed on May 02, 2022
1,536
$74.35 - $138.65 $114K - $213K
FDN
First Tr Fd Dow Jones

ETFs
Q1 2022 Filed on May 02, 2022
1,969
$162.73 - $226.47 $320K - $446K
PKI
Perkinelmer Inc

Healthcare
Q1 2022 Filed on May 02, 2022
1,037
$162.31 - $192.2 $168K - $199K
Discovery Inc
Q4 2021 Filed on Feb 11, 2022
21,733
N/A
MKTX
Marketaxess Holdings Inc

Financial Services
Q4 2021 Filed on Feb 11, 2022
487
$343.73 - $431.53 $167K - $210K
ALRNXXXX
Aileron Therapeutics Inc Com
Q4 2021 Filed on Feb 11, 2022
30,500
N/A
AGLE
Aeglea Bio Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
10,888
$3.5 - $8.42 $38.1K - $91.7K
HBAN
Huntington Bancshares Inc

Financial Services
Q4 2021 Filed on Feb 11, 2022
15,894
$14.54 - $16.7 $231K - $265K
RIO
Rio Tinto PLC

Basic Materials
Q4 2021 Filed on Feb 11, 2022
4,730
$59.9 - $71.09 $283K - $336K
AVLR
Avalara, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
1,446
$129.11 - $186.42 $187K - $270K
RHI
Robert Half International Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
2,462
$102.59 - $119.57 $253K - $294K
SID
National Steel CO

Basic Materials
Q4 2021 Filed on Feb 11, 2022
36,990
$3.57 - $5.45 $132K - $202K
MGPI
Mgp Ingredients Inc

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
3,949
$62.8 - $88.06 $248K - $348K
Enviva Partners LP
Q4 2021 Filed on Feb 11, 2022
8,000
N/A
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
15,931
$43.72 - $52.25 $697K - $832K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
Q4 2021 Filed on Feb 11, 2022
12,116
$15.94 - $17.42 $193K - $211K
IMAB
I Mab

Healthcare
Q4 2021 Filed on Feb 11, 2022
4,054
$45.28 - $74.5 $184K - $302K
LOGI
Logitech International S.A.

Technology
Q4 2021 Filed on Feb 11, 2022
3,117
$77.56 - $90.65 $242K - $283K
Teligent Inc New
Q4 2021 Filed on Feb 11, 2022
15,776
N/A
CBD
Brazilian Distribution CO Companhia Brasileira De Distr Cbd

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
31,438
$3.84 - $5.71 $121K - $180K
TV
Grupo Televisa, S.A.B.

Communication Services
Q4 2021 Filed on Feb 11, 2022
19,810
$9.04 - $11.98 $179K - $237K
PWR
Quanta Services, Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
7,326
$107.44 - $121.98 $787K - $894K
OTIC
Otonomy, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
10,888
$1.69 - $2.31 $18.4K - $25.2K
Sk Telecom LTD
Q4 2021 Filed on Feb 11, 2022
8,777
N/A
HIMX
Himax Technologies, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
27,095
$9.79 - $15.99 $265K - $433K
SACH
Sachem Capital Corp.

Real Estate
Q4 2021 Filed on Feb 11, 2022
10,000
$5.3 - $6.27 $53K - $62.7K
L Brands Inc
Q3 2021 Filed on Nov 18, 2021
3,582
N/A
RYAAY
Ryanair Holdings PLC

Industrials
Q3 2021 Filed on Nov 18, 2021
2,159
$97.83 - $115.37 $211K - $249K
PRU
Prudential Financial Inc

Financial Services
Q3 2021 Filed on Nov 18, 2021
1,977
$95.71 - $108.01 $189K - $214K
PII
Polaris Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 18, 2021
1,660
$115.3 - $139.0 $191K - $231K
FNF
Fidelity National Financial, Inc.

Financial Services
Q3 2021 Filed on Nov 18, 2021
4,639
$42.21 - $49.06 $196K - $228K
IFRX
Infla Rx N.V.

Healthcare
Q3 2021 Filed on Nov 18, 2021
11,000
$2.25 - $3.03 $24.8K - $33.3K
AGTC
Applied Genetic Technologies Corp

Healthcare
Q3 2021 Filed on Nov 18, 2021
17,776
$3.01 - $4.12 $53.5K - $73.2K
Nextgen Acquisition Corp Ii
Q3 2021 Filed on Nov 18, 2021
10,809
N/A
VCIT
Vanguard Intermediate Term Cor

ETFs
Q3 2021 Filed on Nov 18, 2021
2,549
$94.41 - $96.13 $241K - $245K
HTHT
Huazhu Group LTD

Consumer Cyclical
Q3 2021 Filed on Nov 18, 2021
4,790
$40.75 - $54.24 $195K - $260K
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