Personal Cfo Solutions, LLC Closed Holding Positions

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BNOV
Innovator U.S. Equity Buffer E

ETFs
Q1 2020 Filed on Apr 30, 2020
53,352
$20.65 - $27.41 $1.1M - $1.46M
GOL
Gol Intelligent Airlines Inc.

Industrials
Q1 2020 Filed on Apr 30, 2020
11,347
$2.14 - $18.68 $24.3K - $212K
Bellicum Pharmaceuticals Inc
Q1 2020 Filed on Apr 30, 2020
24,500
N/A
CAR
Avis Budget Group, Inc.

Industrials
Q1 2020 Filed on Apr 30, 2020
97,901
$7.78 - $50.34 $762K - $4.93M
PWB
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 30, 2020
17,015
$37.46 - $55.46 $637K - $944K
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
Arconic Inc
Q1 2020 Filed on Apr 30, 2020
7,481
N/A
WSO
Watsco Inc

Industrials
Q1 2020 Filed on Apr 30, 2020
1,556
$138.42 - $182.86 $215K - $285K
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
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
Q1 2020 Filed on Apr 30, 2020
6,152
$32.8 - $50.0 $202K - $308K
PKG
Packaging Corp Of America

Consumer Cyclical
Q1 2020 Filed on Apr 30, 2020
2,460
$76.22 - $110.72 $188K - $272K
PACW
Pacwest Bancorp

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

Real Estate
Q1 2020 Filed on Apr 30, 2020
3,167
$41.18 - $79.88 $130K - $253K
SBGI
Sinclair Broadcast Group Inc

Communication Services
Q1 2020 Filed on Apr 30, 2020
7,769
$12.7 - $34.0 $98.7K - $264K
SJM
J M Smucker CO

Consumer Defensive
Q1 2020 Filed on Apr 30, 2020
2,643
$95.79 - $118.86 $253K - $314K
EPP
Ishares Inc

ETFs
Q1 2020 Filed on Apr 30, 2020
8,608
$29.21 - $48.12 $251K - $414K
United Technologies Corp
Q1 2020 Filed on Apr 30, 2020
2,058
N/A
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
Q1 2020 Filed on Apr 30, 2020
1,800
$46.42 - $76.49 $83.6K - $138K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q1 2020 Filed on Apr 30, 2020
25,000
$21.55 - $27.52 $539K - $688K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q1 2020 Filed on Apr 30, 2020
6,267
$36.21 - $54.8 $227K - $343K
WNS
Wns (Holdings) LTD

Technology
Q1 2020 Filed on Apr 30, 2020
4,122
$34.55 - $75.16 $142K - $310K
NWL
Newell Brands Inc.

Consumer Defensive
Q1 2020 Filed on Apr 30, 2020
14,614
$10.55 - $20.53 $154K - $300K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q1 2020 Filed on Apr 30, 2020
2,910
$42.11 - $71.71 $123K - $209K
GRMN
Garmin LTD

Technology
Q1 2020 Filed on Apr 30, 2020
2,489
$63.63 - $103.67 $158K - $258K
Encana Corp
Q1 2020 Filed on Apr 30, 2020
10,638
N/A
STLD
Steel Dynamics Inc

Basic Materials
Q1 2020 Filed on Apr 30, 2020
9,027
$15.5 - $33.86 $140K - $306K
SON
Sonoco Products CO

Consumer Cyclical
Q1 2020 Filed on Apr 30, 2020
4,321
$37.92 - $60.88 $164K - $263K
QRVO
Qorvo, Inc.

Technology
Q1 2020 Filed on Apr 30, 2020
2,560
$69.36 - $118.68 $178K - $304K
Sibanye Stillwater
Q1 2020 Filed on Apr 30, 2020
18,173
N/A
AME
Ametek Inc

Industrials
Q1 2020 Filed on Apr 30, 2020
3,075
$58.21 - $101.86 $179K - $313K
BRFS
Brf S.A.

Consumer Defensive
Q1 2020 Filed on Apr 30, 2020
15,375
$2.57 - $8.96 $39.5K - $138K
VOX
Vanguard Communication Service

ETFs
Q1 2020 Filed on Apr 30, 2020
14,312
$69.09 - $100.6 $989K - $1.44M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q1 2020 Filed on Apr 30, 2020
9,547
$17.17 - $22.91 $164K - $219K
Aveo Pharmaceuticals Inc
Q1 2020 Filed on Apr 30, 2020
53,900
N/A
Wellcare Health Plans Inc
Q1 2020 Filed on Apr 30, 2020
818
N/A
FLO
Flowers Foods Inc

Consumer Defensive
Q1 2020 Filed on Apr 30, 2020
11,933
$17.74 - $24.28 $212K - $290K
NVT
N Vent Electric PLC

Industrials
Q1 2020 Filed on Apr 30, 2020
10,166
$12.51 - $28.55 $127K - $290K
Maxim Integrated Prods Inc
Q1 2020 Filed on Apr 30, 2020
4,964
N/A
NIO
Nio Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 30, 2020
10,000
$2.37 - $5.17 $23.7K - $51.7K
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q1 2020 Filed on Apr 30, 2020
2,212
$63.48 - $119.15 $140K - $264K
TGNA
Tegna Inc

Communication Services
Q1 2020 Filed on Apr 30, 2020
15,184
$10.68 - $18.06 $162K - $274K
SNX
Td Synnex Corp

Technology
Q1 2020 Filed on Apr 30, 2020
1,659
$32.99 - $75.07 $54.7K - $125K
FL
Foot Locker, Inc.

Consumer Cyclical
Q4 2019 Filed on Feb 13, 2020
9,771
$37.13 - $46.63 $363K - $456K
Celgene Corp
Q4 2019 Filed on Feb 13, 2020
6,337
N/A
CIG
Energy CO Of Minas Gerais

Utilities
Q4 2019 Filed on Feb 13, 2020
39,895
$2.92 - $3.44 $116K - $137K
Cypress Semiconductor Corp
Q4 2019 Filed on Feb 13, 2020
21,132
N/A
CC
Chemours CO

Basic Materials
Q4 2019 Filed on Feb 13, 2020
31,493
$13.12 - $19.78 $413K - $623K
INFY
Infosys LTD

Technology
Q4 2019 Filed on Feb 13, 2020
20,990
$8.93 - $11.29 $187K - $237K
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