Cahill Financial Advisors Inc Closed Holding Positions

Cahill Financial Advisors Inc

  • $715 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
OGE
Oge Energy Corp.

Utilities
Q4 2021 Filed on Feb 11, 2022
206
$32.69 - $38.38 $6.73K - $7.91K
DELL
Dell Technologies Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
109
$52.55 - $58.91 $5.73K - $6.42K
PSA
Public Storage

Real Estate
Q4 2021 Filed on Feb 11, 2022
277
$295.26 - $374.56 $81.8K - $104K
AIRT
Air T Inc

Industrials
Q4 2021 Filed on Feb 11, 2022
2,000
$23.24 - $30.41 $46.5K - $60.8K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q4 2021 Filed on Feb 11, 2022
117
$65.16 - $70.02 $7.62K - $8.19K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
100
$35.08 - $39.8 $3.51K - $3.98K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q4 2021 Filed on Feb 11, 2022
68
$55.82 - $56.81 $3.8K - $3.86K
APH
Amphenol Corp

Technology
Q4 2021 Filed on Feb 11, 2022
42
$73.54 - $87.94 $3.09K - $3.69K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
Q4 2021 Filed on Feb 11, 2022
0
$84.85 - $94.5 $0 - $0
UBER
Uber Technologies, Inc

Technology
Q4 2021 Filed on Feb 11, 2022
3,717
$35.73 - $48.36 $133K - $180K
DJP
Barclays Bank PLC

ETFs
Q4 2021 Filed on Feb 11, 2022
0
$27.21 - $30.93 $0 - $0
EINC
Vaneck ETF Tr Vaneck Energy In

ETFs
Q4 2021 Filed on Feb 11, 2022
966
$51.06 - $59.89 $49.3K - $57.9K
TGA
Transglobe Energy Corp

Energy
Q4 2021 Filed on Feb 11, 2022
540
$2.28 - $3.39 $1.23K - $1.83K
XP
Xp Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
2,000
$27.88 - $42.05 $55.8K - $84.1K
RYAAY
Ryanair Holdings PLC

Industrials
Q4 2021 Filed on Feb 11, 2022
26
$95.38 - $126.12 $2.48K - $3.28K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
44
$52.71 - $53.35 $2.32K - $2.35K
RCI
Rogers Communications Inc

Communication Services
Q4 2021 Filed on Feb 11, 2022
165
$44.45 - $49.64 $7.33K - $8.19K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
Q4 2021 Filed on Feb 11, 2022
816
$167.4 - $192.45 $137K - $157K
PSCC
Invesco S&P Smallcap Consumer

ETFs
Q4 2021 Filed on Feb 11, 2022
150
$100.27 - $110.79 $15K - $16.6K
TWLO
Twilio Inc

Communication Services
Q4 2021 Filed on Feb 11, 2022
101
$248.17 - $369.23 $25.1K - $37.3K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
3,549
$21.8 - $22.18 $77.4K - $78.7K
FIS
Fidelity National Information Services, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
16
$102.36 - $125.04 $1.64K - $2K
DUK
Duke Energy Corp

Utilities
Q4 2021 Filed on Feb 11, 2022
116
$96.62 - $104.9 $11.2K - $12.2K
DLR
Digital Realty Trust, Inc.

Real Estate
Q4 2021 Filed on Feb 11, 2022
68
$139.73 - $176.87 $9.5K - $12K
IWS
Ishares Russell Midcap Value E

ETFs
Q4 2021 Filed on Feb 11, 2022
1,210
$114.04 - $122.75 $138K - $149K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
409
$34.56 - $96.6 $14.1K - $39.5K
AVTR
Avantor, Inc.

Basic Materials
Q4 2021 Filed on Feb 11, 2022
44
$36.93 - $42.14 $1.62K - $1.85K
PSCT
Invesco S&P Smallcap Informati

ETFs
Q4 2021 Filed on Feb 11, 2022
51
$138.0 - $156.0 $7.04K - $7.96K
NYMT
New York Mortgage Trust Inc

Real Estate
Q4 2021 Filed on Feb 11, 2022
310
$3.61 - $4.5 $1.12K - $1.4K
VSH
Vishay Intertechnology Inc

Technology
Q4 2021 Filed on Feb 11, 2022
97
$19.01 - $22.55 $1.84K - $2.19K
CTVA
Corteva, Inc.

Basic Materials
Q4 2021 Filed on Feb 11, 2022
192
$41.95 - $48.7 $8.05K - $9.35K
GM
General Motors CO

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
772
$53.13 - $64.61 $41K - $49.9K
CRWD
Crowd Strike Holdings, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
203
$194.71 - $293.18 $39.5K - $59.5K
ECPG
Encore Capital Group Inc

Financial Services
Q4 2021 Filed on Feb 11, 2022
35
$49.89 - $62.11 $1.75K - $2.17K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
Q4 2021 Filed on Feb 11, 2022
934
$47.49 - $56.56 $44.4K - $52.8K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
145
$29.33 - $34.9 $4.25K - $5.06K
RAD
Rite Aid Corp

Healthcare
Q4 2021 Filed on Feb 11, 2022
299
$11.52 - $15.36 $3.44K - $4.59K
SNDL
Sundial Growers Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
757
$5.6 - $9.2 $4.24K - $6.96K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
3
$86.81 - $97.12 $260 - $291
PPC
Pilgrims Pride Corp

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
77
$27.55 - $29.33 $2.12K - $2.26K
NVST
Envista Holdings Corp

Healthcare
Q4 2021 Filed on Feb 11, 2022
147
$37.73 - $46.74 $5.55K - $6.87K
SH
Proshares Short S&P500 New (De

ETFs
Q4 2021 Filed on Feb 11, 2022
900
$13.55 - $15.24 $12.2K - $13.7K
MSCI
Msci Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
55
$579.3 - $675.15 $31.9K - $37.1K
LH
Laboratory Corp Of America Holdings

Healthcare
Q4 2021 Filed on Feb 11, 2022
55
$271.6 - $314.21 $14.9K - $17.3K
CGNX
Cognex Corp

Technology
Q4 2021 Filed on Feb 11, 2022
71
$74.94 - $91.73 $5.32K - $6.51K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q4 2021 Filed on Feb 11, 2022
708
$40.46 - $41.49 $28.6K - $29.4K
NTR
Nutrien Ltd.

Basic Materials
Q4 2021 Filed on Feb 11, 2022
115
$65.93 - $76.54 $7.58K - $8.8K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
24
$91.86 - $106.37 $2.2K - $2.55K
CNC
Centene Corp

Healthcare
Q4 2021 Filed on Feb 11, 2022
50
$61.94 - $84.72 $3.1K - $4.24K
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