9WM
CONE

9258 Wealth Management’s CyrusOne Inc Common Stock CONE Stock Holding History

9258 Wealth Management’s Portfolio CONE Stock Details CONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-6,715
Closed -$602K – 389
2021
Q4 		$602K Buy
6,715
+5
+0.1% +$424 0.14% 161
2021
Q3 		$519K Buy
6,710
+6
+0.1% +$451 0.14% 162
2021
Q2 		$479K Buy
6,704
+6
+0.1% +$437 0.13% 175
2021
Q1 		$454K Sell
6,698
-90
-1% -$6.24K 0.14% 165
2020
Q4 		$497K Hold
6,788
– – 0.16% 149
2020
Q3 		$482K Buy
6,788
+10
+0.1% +$784 0.18% 139
2020
Q2 		$493K Hold
6,778
– – 0.2% 138
2020
Q1 		$506K Buy
6,778
+1,207
+22% +$73.7K 0.22% 125
2019
Q4 		$365K Buy
5,571
+41
+0.7% +$2.81K 0.13% 190
2019
Q3 		$437K Buy
5,530
+6
+0.1% +$401 0.34% 103
2019
Q2 		$319K Buy
+5,524
New +$324K 0.26% 124
2019
Q1 		– Sell
-5,511
Closed -$291K – 187
2018
Q4 		$291K Buy
+5,511
New +$315K 0.28% 116

Other funds holding CONE

JCM
Jag Capital Management St Louis, Missouri $1.07B AUM 60.59% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

9258 Wealth Management's CONE Position: Q1 2022 in Review

9258 Wealth Management sold out of CyrusOne Inc Common Stock (CONE) in Q1 2022, closing a stake of 6,715 shares — an estimated $602K sold.

9258 Wealth Management first reported a position in CONE in Q4 2018 and held it in 12 quarters. The position peaked at $602K in Q4 2021. 3 funds tracked by Wall St. Rank hold CONE as of Q1 2022.

  • 9258 Wealth Management reported no remaining CyrusOne Inc Common Stock position as of Q1 2022 after selling out during the quarter.
  • 9258 Wealth Management sold 6,715 CyrusOne Inc Common Stock shares in Q1 2022, an estimated $602K.
  • 9258 Wealth Management first reported a position in CyrusOne Inc Common Stock in Q4 2018 and held it in 12 quarters.
  • 9258 Wealth Management's CyrusOne Inc Common Stock position peaked at $602K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held CyrusOne Inc Common Stock as of Q1 2022.

Based on 9258 Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.