Personal Cfo Solutions, LLC Closed Holding Positions

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Aarons Inc
Q4 2020 Filed on Feb 09, 2021
4,635
N/A
Direxion Shs ETF Tr
Q4 2020 Filed on Feb 09, 2021
15,000
N/A
CLX
Clorox CO

Consumer Defensive
Q4 2020 Filed on Feb 09, 2021
1,388
$194.91 - $221.17 $271K - $307K
Nabriva Therapeutics PLC
Q4 2020 Filed on Feb 09, 2021
36,400
N/A
Seagate Technology PLC
Q4 2020 Filed on Feb 09, 2021
4,936
N/A
EBAY
Ebay Inc

Consumer Cyclical
Q4 2020 Filed on Feb 09, 2021
20,746
$46.54 - $57.59 $966K - $1.19M
HRB
H&R Block Inc

Consumer Cyclical
Q4 2020 Filed on Feb 09, 2021
38,783
$15.16 - $19.18 $588K - $744K
ZTO
Zto Express (Cayman) Inc.

Industrials
Q4 2020 Filed on Feb 09, 2021
8,769
$26.7 - $33.24 $234K - $291K
Proshares Tr
Q4 2020 Filed on Feb 09, 2021
13,100
N/A
POOL
Pool Corp

Industrials
Q4 2020 Filed on Feb 09, 2021
603
$322.3 - $383.92 $194K - $232K
CTXS
Citrix Systems Inc

Technology
Q4 2020 Filed on Feb 09, 2021
1,495
$113.27 - $145.25 $169K - $217K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 09, 2021
11,416
$12.45 - $17.62 $142K - $201K
SUB
Ishares Short Term National Mu

ETFs
Q4 2020 Filed on Feb 09, 2021
3,080
$107.6 - $108.11 $331K - $333K
Urovant Sciences LTD
Q4 2020 Filed on Feb 09, 2021
34,388
N/A
FNB
Fnb Corp

Financial Services
Q4 2020 Filed on Feb 09, 2021
13,157
$6.71 - $9.63 $88.3K - $127K
Mobile Telesystems Pjsc
Q4 2020 Filed on Feb 09, 2021
15,654
N/A
AU
Anglogold Ashanti LTD

Basic Materials
Q4 2020 Filed on Feb 09, 2021
12,194
$20.77 - $27.97 $253K - $341K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q3 2020 Filed on Nov 02, 2020
40,072
$32.11 - $36.44 $1.29M - $1.46M
PTEN
Patterson Uti Energy Inc

Energy
Q3 2020 Filed on Nov 02, 2020
13,611
$2.85 - $4.56 $38.8K - $62.1K
KSU
Kansas City Southern

Industrials
Q3 2020 Filed on Nov 02, 2020
1,443
N/A
ALLE
Allegion PLC

Industrials
Q3 2020 Filed on Nov 02, 2020
2,887
$95.37 - $111.6 $275K - $322K
GLPG
Galapagos Nv

Healthcare
Q3 2020 Filed on Nov 02, 2020
1,886
$122.47 - $213.56 $231K - $403K
PNOV
Innovator U.S. Equity Power Bu
Q3 2020 Filed on Nov 02, 2020
25,818
N/A
ICF
Ishares Tr

ETFs
Q3 2020 Filed on Nov 02, 2020
15,024
$49.13 - $53.95 $738K - $811K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q3 2020 Filed on Nov 02, 2020
3,497
$60.74 - $66.36 $212K - $232K
Innovator Etfs Tr
Q3 2020 Filed on Nov 02, 2020
92,799
N/A
TRVN
Trevena Inc

Healthcare
Q3 2020 Filed on Nov 02, 2020
27,000
$1.53 - $3.13 $41.3K - $84.5K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q3 2020 Filed on Nov 02, 2020
10,511
$36.59 - $40.09 $385K - $421K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q3 2020 Filed on Nov 02, 2020
3,866
$60.3 - $61.57 $233K - $238K
Cabot Microelectronics Corp
Q3 2020 Filed on Nov 02, 2020
1,487
N/A
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 03, 2020
12,484
$15.04 - $27.67 $188K - $345K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q2 2020 Filed on Aug 03, 2020
5,093
$39.86 - $56.97 $203K - $290K
Cosan LTD
Q2 2020 Filed on Aug 03, 2020
13,354
N/A
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q2 2020 Filed on Aug 03, 2020
37,285
$29.44 - $30.48 $1.1M - $1.14M
LUV
Southwest Airlines CO

Industrials
Q2 2020 Filed on Aug 03, 2020
7,295
$23.87 - $40.59 $174K - $296K
KEYS
Keysight Technologies, Inc.

Technology
Q2 2020 Filed on Aug 03, 2020
2,706
$80.89 - $108.13 $219K - $293K
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
Q2 2020 Filed on Aug 03, 2020
22,387
$21.9 - $28.64 $490K - $641K
PEY
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Aug 03, 2020
14,000
$12.35 - $16.47 $173K - $231K
GIS
General Mills Inc

Consumer Defensive
Q2 2020 Filed on Aug 03, 2020
4,581
$53.12 - $63.56 $243K - $291K
KSS
Kohls Corp

Consumer Cyclical
Q2 2020 Filed on Aug 03, 2020
10,959
$11.51 - $28.83 $126K - $316K
CHTR
Charter Communications, Inc.

Communication Services
Q2 2020 Filed on Aug 03, 2020
608
$424.03 - $547.3 $258K - $333K
Vereit Inc
Q2 2020 Filed on Aug 03, 2020
10,356
N/A
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q2 2020 Filed on Aug 03, 2020
4,509
$145.61 - $213.67 $657K - $963K
United States Oil Fund LP
Q2 2020 Filed on Aug 03, 2020
12,114
N/A
Citigroup Global Mkts Hldgs
Q2 2020 Filed on Aug 03, 2020
86,440
N/A
Aurora Cannabis Inc
Q1 2020 Filed on Apr 30, 2020
23,122
N/A
CVI
Cvr Energy Inc

Energy
Q1 2020 Filed on Apr 30, 2020
6,240
$15.16 - $40.71 $94.6K - $254K
Hollyfrontier Corp
Q1 2020 Filed on Apr 30, 2020
12,493
N/A
M
Macy'S, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 30, 2020
19,777
$4.81 - $18.1 $95.1K - $358K
Track This Portfolio

Track Personal Cfo Solutions, LLC Portfolio

Follow Personal Cfo Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email