Cfm Wealth Partners LLC Closed Holding Positions

Cfm Wealth Partners LLC

  • $683 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ARW
Arrow Electronics Inc

Technology
Q2 2020 Filed on Aug 14, 2020
615
$50.17 - $77.2 $30.9K - $47.5K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q2 2020 Filed on Aug 14, 2020
505
$55.08 - $72.67 $27.8K - $36.7K
VONE
Vanguard Russell 1000 ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
244
$111.93 - $148.6 $27.3K - $36.3K
IBTX
Independent Bank Group, Inc.

Financial Services
Q2 2020 Filed on Aug 14, 2020
1,000
$21.77 - $44.03 $21.8K - $44K
PLCE
Childrens Place, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
51
$14.06 - $53.41 $717 - $2.72K
Concho Res Incorporated
Q2 2020 Filed on Aug 14, 2020
400
N/A
SUM
Summit Materials, Inc.

Basic Materials
Q2 2020 Filed on Aug 14, 2020
186
$11.05 - $17.97 $2.06K - $3.34K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
364
$25.07 - $37.87 $9.13K - $13.8K
EXP
Eagle Materials Inc

Basic Materials
Q2 2020 Filed on Aug 14, 2020
90
$49.89 - $76.56 $4.49K - $6.89K
OXY
Occidental Petroleum Corp

Energy
Q2 2020 Filed on Aug 14, 2020
1,871
$10.74 - $24.4 $20.1K - $45.7K
Polyone Corporation
Q2 2020 Filed on Aug 14, 2020
100
N/A
Raytheon Company Com New
Q2 2020 Filed on Aug 14, 2020
428
N/A
TILE
Interface Inc

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
276
$6.74 - $10.6 $1.86K - $2.93K
CLR
Continental Resources, Inc

Energy
Q2 2020 Filed on Aug 14, 2020
200
$7.47 - $21.58 $1.49K - $4.32K
BDX
Becton Dickinson & CO

Healthcare
Q2 2020 Filed on Aug 14, 2020
44
$219.9 - $263.41 $9.68K - $11.6K
DDOG
Datadog, Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
15
$34.6 - $89.69 $519 - $1.35K
ABB
Abb LTD

Industrials
Q2 2020 Filed on Aug 14, 2020
1,002
$16.47 - $22.56 $16.5K - $22.6K
WMMVY
Wal Mart De Mexico S A B De C

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
739
$21.95 - $26.7 $16.2K - $19.7K
Telefonica Brasil Sa Sponsered Adr
Q2 2020 Filed on Aug 14, 2020
1,887
N/A
DTEGY
Deutsche Telekom Ag Ads (1 Ord)

Communication Services
Q2 2020 Filed on Aug 14, 2020
1,471
$12.5 - $17.27 $18.4K - $25.4K
NOK
Nokia Corp

Technology
Q2 2020 Filed on Aug 14, 2020
6,250
$2.97 - $4.52 $18.6K - $28.2K
NILSY
Public Joint Stock Company Mining And Metallurgical Company Norilsk Nickel

Basic Materials
Q2 2020 Filed on Aug 14, 2020
784
N/A
UOVEY
United Overseas Bank Spons Adr

Financial Services
Q2 2020 Filed on Aug 14, 2020
710
$25.79 - $33.31 $18.3K - $23.7K
GSK
Gsk PLC

Healthcare
Q2 2020 Filed on Aug 14, 2020
696
$37.87 - $43.58 $26.4K - $30.3K
NTTYY
Nippon Teleg &Tel Adr

Communication Services
Q2 2020 Filed on Aug 14, 2020
1,184
$22.05 - $24.4 $26.1K - $28.9K
UBS
Ubs Group Ag

Financial Services
Q2 2020 Filed on Aug 14, 2020
2,079
$8.84 - $11.95 $18.4K - $24.8K
TM
Toyota Motor Corp

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
242
$115.0 - $132.07 $27.8K - $32K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
Q2 2020 Filed on Aug 14, 2020
1,034
$32.27 - $43.97 $33.4K - $45.5K
ZURVY
Zurich Insurance Grp LTD Spons

Financial Services
Q2 2020 Filed on Aug 14, 2020
980
$14.16 - $18.29 $13.9K - $17.9K
CNI
Canadian National Railway CO

Industrials
Q2 2020 Filed on Aug 14, 2020
946
$74.84 - $91.67 $70.8K - $86.7K
SAP
Sap Se

Technology
Q2 2020 Filed on Aug 14, 2020
556
$104.99 - $141.07 $58.4K - $78.4K
IBDRY
Iberdrola Sa Dpon Adr (Spain)

Utilities
Q2 2020 Filed on Aug 14, 2020
925
$36.73 - $46.51 $34K - $43K
Pra Health Sciences Incorporated
Q1 2020 Filed on May 12, 2020
200
N/A
MSA
Msa Safety Inc

Industrials
Q1 2020 Filed on May 12, 2020
155
$87.03 - $141.27 $13.5K - $21.9K
Zayo Group Hldgs Incorporated
Q1 2020 Filed on May 12, 2020
375
N/A
XPO
Xpo Logistics, Inc.

Industrials
Q1 2020 Filed on May 12, 2020
225
$23.68 - $57.69 $5.33K - $13K
JBHT
Hunt J B Transport Services Inc

Industrials
Q1 2020 Filed on May 12, 2020
110
$75.38 - $119.76 $8.29K - $13.2K
ROP
Roper Technologies Inc

Industrials
Q1 2020 Filed on May 12, 2020
35
$254.3 - $392.73 $8.9K - $13.7K
Realpage Incorporated
Q1 2020 Filed on May 12, 2020
390
N/A
GTN
Gray Television Inc

Communication Services
Q1 2020 Filed on May 12, 2020
635
$8.81 - $22.6 $5.59K - $14.4K
OC
Owens Corning

Industrials
Q1 2020 Filed on May 12, 2020
275
$31.11 - $67.89 $8.56K - $18.7K
IXJ
Ishares Global Healthcare ETF

ETFs
Q1 2020 Filed on May 12, 2020
236
$51.5 - $70.89 $12.2K - $16.7K
HRC
Hill Rom Holdings, Inc.

Healthcare
Q1 2020 Filed on May 12, 2020
150
N/A
BKI
Black Knight, Inc.

Technology
Q1 2020 Filed on May 12, 2020
275
$52.01 - $76.1 $14.3K - $20.9K
ITT
Itt Inc.

Industrials
Q1 2020 Filed on May 12, 2020
250
$37.99 - $75.55 $9.5K - $18.9K
CMA
Comerica Inc

Financial Services
Q1 2020 Filed on May 12, 2020
275
$27.34 - $71.75 $7.52K - $19.7K
OMCL
Omnicell, Inc

Healthcare
Q1 2020 Filed on May 12, 2020
175
$55.41 - $90.19 $9.7K - $15.8K
RXN
Zurn Water Solutions Corporation

Industrials
Q1 2020 Filed on May 12, 2020
590
N/A
FIX
Comfort Systems Usa Inc

Industrials
Q1 2020 Filed on May 12, 2020
400
$29.95 - $50.25 $12K - $20.1K
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