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Abich Financial Wealth Management’s Cornerstone Strategic Value Fund CLM Stock Holding History

Abich Financial Wealth Management’s Portfolio CLM Stock Details CLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-237
Closed -$1.79K – 458
2024
Q2 		$1.79K Buy
+237
New +$1.75K ﹤0.01% 505

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KIM
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AIA
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LPL Financial
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TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
CCC
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TI
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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Abich Financial Wealth Management's CLM Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Cornerstone Strategic Value Fund (CLM) in Q3 2024, closing a stake of 237 shares — an estimated $1.79K sold.

Abich Financial Wealth Management first reported a position in CLM in Q2 2024 and held it in 1 quarter. The position peaked at $1.79K in Q2 2024. 116 funds tracked by Wall St. Rank hold CLM as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Cornerstone Strategic Value Fund position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 237 Cornerstone Strategic Value Fund shares in Q3 2024, an estimated $1.79K.
  • Abich Financial Wealth Management first reported a position in Cornerstone Strategic Value Fund in Q2 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's Cornerstone Strategic Value Fund position peaked at $1.79K in Q2 2024.
  • 116 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.