Personal Cfo Solutions, LLC Closed Holding Positions

Personal Cfo Solutions, LLC

  • $482 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
HRB
H&R Block Inc

Consumer Cyclical
Q4 2020 Filed on Feb 09, 2021
38,783
$15.16 - $19.18 $588K - $744K
Seagate Technology PLC
Q4 2020 Filed on Feb 09, 2021
4,936
N/A
Nabriva Therapeutics PLC
Q4 2020 Filed on Feb 09, 2021
36,400
N/A
POOL
Pool Corp

Industrials
Q4 2020 Filed on Feb 09, 2021
603
$322.3 - $383.92 $194K - $232K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 09, 2021
11,416
$12.45 - $17.62 $142K - $201K
FNB
Fnb Corp

Financial Services
Q4 2020 Filed on Feb 09, 2021
13,157
$6.71 - $9.63 $88.3K - $127K
AU
Anglogold Ashanti LTD

Basic Materials
Q4 2020 Filed on Feb 09, 2021
12,194
$20.77 - $27.97 $253K - $341K
CTXS
Citrix Systems Inc

Technology
Q4 2020 Filed on Feb 09, 2021
1,495
$113.27 - $145.25 $169K - $217K
Mobile Telesystems Pjsc
Q4 2020 Filed on Feb 09, 2021
15,654
N/A
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q3 2020 Filed on Nov 02, 2020
10,511
$36.59 - $40.09 $385K - $421K
Cabot Microelectronics Corp
Q3 2020 Filed on Nov 02, 2020
1,487
N/A
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q3 2020 Filed on Nov 02, 2020
3,866
$60.3 - $61.57 $233K - $238K
KSU
Kansas City Southern

Industrials
Q3 2020 Filed on Nov 02, 2020
1,443
N/A
TRVN
Trevena Inc

Healthcare
Q3 2020 Filed on Nov 02, 2020
27,000
$1.53 - $3.13 $41.3K - $84.5K
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
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
PTEN
Patterson Uti Energy Inc

Energy
Q3 2020 Filed on Nov 02, 2020
13,611
$2.85 - $4.56 $38.8K - $62.1K
ALLE
Allegion PLC

Industrials
Q3 2020 Filed on Nov 02, 2020
2,887
$95.37 - $111.6 $275K - $322K
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
Q2 2020 Filed on Aug 03, 2020
22,387
$21.9 - $28.64 $490K - $641K
CHTR
Charter Communications, Inc.

Communication Services
Q2 2020 Filed on Aug 03, 2020
608
$424.03 - $547.3 $258K - $333K
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
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
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
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 03, 2020
12,484
$15.04 - $27.67 $188K - $345K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q2 2020 Filed on Aug 03, 2020
4,509
$145.61 - $213.67 $657K - $963K
KEYS
Keysight Technologies, Inc.

Technology
Q2 2020 Filed on Aug 03, 2020
2,706
$80.89 - $108.13 $219K - $293K
Vereit Inc
Q2 2020 Filed on Aug 03, 2020
10,356
N/A
KSS
Kohls Corp

Consumer Cyclical
Q2 2020 Filed on Aug 03, 2020
10,959
$11.51 - $28.83 $126K - $316K
PEY
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Aug 03, 2020
14,000
$12.35 - $16.47 $173K - $231K
WSO
Watsco Inc

Industrials
Q1 2020 Filed on Apr 30, 2020
1,556
$138.42 - $182.86 $215K - $285K
GOL
Gol Intelligent Airlines Inc.

Industrials
Q1 2020 Filed on Apr 30, 2020
11,347
$2.14 - $18.68 $24.3K - $212K
BRFS
Brf S.A.

Consumer Defensive
Q1 2020 Filed on Apr 30, 2020
15,375
$2.57 - $8.96 $39.5K - $138K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q1 2020 Filed on Apr 30, 2020
7,012
$25.66 - $44.35 $180K - $311K
PWB
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 30, 2020
17,015
$37.46 - $55.46 $637K - $944K
CVI
Cvr Energy Inc

Energy
Q1 2020 Filed on Apr 30, 2020
6,240
$15.16 - $40.71 $94.6K - $254K
Aurora Cannabis Inc
Q1 2020 Filed on Apr 30, 2020
23,122
N/A
Arconic Inc
Q1 2020 Filed on Apr 30, 2020
7,481
N/A
FLO
Flowers Foods Inc

Consumer Defensive
Q1 2020 Filed on Apr 30, 2020
11,933
$17.74 - $24.28 $212K - $290K
Hollyfrontier Corp
Q1 2020 Filed on Apr 30, 2020
12,493
N/A
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
Q1 2020 Filed on Apr 30, 2020
6,152
$32.8 - $50.0 $202K - $308K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q1 2020 Filed on Apr 30, 2020
3,637
$37.68 - $74.06 $137K - $269K
LEG
Leggett & Platt Inc

Consumer Cyclical
Q1 2020 Filed on Apr 30, 2020
4,419
$22.47 - $51.58 $99.3K - $228K
PACW
Pacwest Bancorp

Financial Services
Q1 2020 Filed on Apr 30, 2020
6,135
$14.14 - $38.24 $86.7K - $235K
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