Personal Cfo Solutions, LLC Closed Holding Positions

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Core Mark Hldg CO Inc
Q3 2021 Filed on Nov 18, 2021
6,390
N/A
General Electric CO
Q3 2021 Filed on Nov 18, 2021
19,727
N/A
IFRX
Infla Rx N.V.

Healthcare
Q3 2021 Filed on Nov 18, 2021
11,000
$2.25 - $3.03 $24.8K - $33.3K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q3 2021 Filed on Nov 18, 2021
2,549
$94.41 - $96.13 $241K - $245K
PRU
Prudential Financial Inc

Financial Services
Q3 2021 Filed on Nov 18, 2021
1,977
$95.71 - $108.01 $189K - $214K
AGTC
Applied Genetic Technologies Corp

Healthcare
Q3 2021 Filed on Nov 18, 2021
17,776
$3.01 - $4.12 $53.5K - $73.2K
RYAAY
Ryanair Holdings PLC

Industrials
Q3 2021 Filed on Nov 18, 2021
2,159
$97.83 - $115.37 $211K - $249K
FANG
Diamondback Energy, Inc.

Energy
Q3 2021 Filed on Nov 18, 2021
2,924
$67.88 - $99.6 $198K - $291K
PII
Polaris Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 18, 2021
1,660
$115.3 - $139.0 $191K - $231K
UWM
Proshares Ultra Russell 2000

ETFs
Q3 2021 Filed on Nov 18, 2021
398,875
$50.69 - $60.89 $20.2M - $24.3M
L Brands Inc
Q3 2021 Filed on Nov 18, 2021
3,582
N/A
RDFN
Redfin Corp

Real Estate
Q2 2021 Filed on Jul 22, 2021
3,160
$48.68 - $71.85 $154K - $227K
New Oriental Ed & Technology
Q2 2021 Filed on Jul 22, 2021
17,331
N/A
CXSE
Wisdomtree Tr China Ex State O

ETFs
Q2 2021 Filed on Jul 22, 2021
4,312
$60.75 - $68.0 $262K - $293K
VRNA
Verona Pharma PLC

Healthcare
Q2 2021 Filed on Jul 22, 2021
10,000
$5.72 - $9.09 $57.2K - $90.9K
VNET
Vnet Group, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
8,824
$20.19 - $34.16 $178K - $301K
SNN
Smith & Nephew PLC

Healthcare
Q2 2021 Filed on Jul 22, 2021
20,732
$37.86 - $44.01 $785K - $912K
CRNT
Ceragon Networks LTD

Technology
Q2 2021 Filed on Jul 22, 2021
10,000
$3.01 - $3.98 $30.1K - $39.8K
Qts Rlty Tr Inc
Q2 2021 Filed on Jul 22, 2021
3,826
N/A
NCNA
Nu Cana PLC

Healthcare
Q2 2021 Filed on Jul 22, 2021
18,500
$2.7 - $5.04 $50K - $93.2K
MRNA
Moderna, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
3,659
$129.91 - $234.98 $475K - $860K
NICE
Nice Ltd.

Technology
Q2 2021 Filed on Jul 22, 2021
2,404
$214.35 - $247.56 $515K - $595K
CBON
Vaneck ETF Tr China Bd ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
20,469
$23.64 - $24.64 $484K - $504K
Proshares Tr Ii
Q2 2021 Filed on Jul 22, 2021
42,800
N/A
LMNX
Luminex Corporation

Healthcare
Q2 2021 Filed on Jul 22, 2021
7,682
N/A
ARGX
Argenx Se

Healthcare
Q2 2021 Filed on Jul 22, 2021
1,826
$257.11 - $319.92 $469K - $584K
BLUE
Bluebird Bio, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
8,500
$18.04 - $22.09 $153K - $188K
BMI
Badger Meter Inc

Technology
Q2 2021 Filed on Jul 22, 2021
2,254
$89.92 - $99.26 $203K - $224K
BCO
Brinks CO

Industrials
Q2 2021 Filed on Jul 22, 2021
2,665
$73.24 - $81.4 $195K - $217K
FREL
Fidelity Covington Tr Msci Rea

ETFs
Q1 2021 Filed on Apr 21, 2021
51,027
$24.48 - $27.88 $1.25M - $1.42M
MORN
Morningstar, Inc.

Financial Services
Q1 2021 Filed on Apr 21, 2021
1,008
$216.45 - $252.61 $218K - $255K
DT
Dynatrace, Inc.

Technology
Q1 2021 Filed on Apr 21, 2021
5,728
$39.97 - $56.11 $229K - $321K
PRG
Prog Holdings, Inc.

Industrials
Q1 2021 Filed on Apr 21, 2021
4,237
$43.17 - $58.62 $183K - $248K
RDY
Dr Reddys Laboratories LTD

Healthcare
Q1 2021 Filed on Apr 21, 2021
4,361
$57.98 - $73.08 $253K - $319K
CCK
Crown Holdings Inc

Consumer Cyclical
Q1 2021 Filed on Apr 21, 2021
2,219
$86.0 - $101.01 $191K - $224K
GEN
Gen Digital Inc Com
Q1 2021 Filed on Apr 21, 2021
10,031
N/A
BKI
Black Knight, Inc.

Technology
Q1 2021 Filed on Apr 21, 2021
2,932
$72.05 - $88.35 $211K - $259K
FMC
Fmc Corp

Basic Materials
Q1 2021 Filed on Apr 21, 2021
2,541
$100.77 - $122.25 $256K - $311K
PRLD
Prelude Therapeutics Inc

Healthcare
Q1 2021 Filed on Apr 21, 2021
4,500
$39.27 - $91.68 $177K - $413K
KOD
Kodiak Sciences Inc.

Healthcare
Q1 2021 Filed on Apr 21, 2021
1,700
$110.45 - $164.47 $188K - $280K
TAL
Tal Education Group

Consumer Defensive
Q1 2021 Filed on Apr 21, 2021
5,018
$52.09 - $90.15 $261K - $452K
MPW
Medical Properties Trust Inc

Real Estate
Q1 2021 Filed on Apr 21, 2021
11,067
$20.49 - $22.68 $227K - $251K
KB
Kb Financial Group Inc.

Financial Services
Q1 2021 Filed on Apr 21, 2021
5,374
$36.26 - $49.43 $195K - $266K
Advaxis Inc
Q1 2021 Filed on Apr 21, 2021
28,888
N/A
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q1 2021 Filed on Apr 21, 2021
14,952
$5.79 - $6.87 $86.6K - $103K
EXPO
Exponent Inc

Industrials
Q1 2021 Filed on Apr 21, 2021
2,518
$82.58 - $99.73 $208K - $251K
Alexion Pharmaceuticals Inc
Q1 2021 Filed on Apr 21, 2021
1,433
N/A
JJSF
J&J Snack Foods Corp

Consumer Defensive
Q1 2021 Filed on Apr 21, 2021
1,350
$149.41 - $168.38 $202K - $227K
Peoples United Financial Inc
Q4 2020 Filed on Feb 09, 2021
11,824
N/A
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