AWG
CRF

Altus Wealth Group’s Cornerstone Total Return Fund CRF Stock Holding History

Altus Wealth Group’s Portfolio CRF Stock Details CRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-16,370
Closed -$223K – 114
2022
Q1 		$223K Buy
16,370
+204
+1% +$2.73K 0.18% 103
2021
Q4 		$218K Buy
+16,166
New +$211K 0.18% 106
2021
Q1 		– Sell
-9,369
Closed -$105K – 297
2020
Q4 		$105K Buy
+9,369
New +$102K 0.1% 131

Other funds holding CRF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Altus Wealth Group's CRF Position: Q2 2022 in Review

Altus Wealth Group sold out of Cornerstone Total Return Fund (CRF) in Q2 2022, closing a stake of 16,370 shares — an estimated $223K sold.

Altus Wealth Group first reported a position in CRF in Q4 2020 and held it in 3 quarters. The position peaked at $223K in Q1 2022. 57 funds tracked by Wall St. Rank hold CRF as of Q2 2022.

  • Altus Wealth Group reported no remaining Cornerstone Total Return Fund position as of Q2 2022 after selling out during the quarter.
  • Altus Wealth Group sold 16,370 Cornerstone Total Return Fund shares in Q2 2022, an estimated $223K.
  • Altus Wealth Group first reported a position in Cornerstone Total Return Fund in Q4 2020 and held it in 3 quarters.
  • Altus Wealth Group's Cornerstone Total Return Fund position peaked at $223K in Q1 2022.
  • 57 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2022.

Based on Altus Wealth Group's 13F filing for Q2 2022, filed 10 Aug 2022.