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Armstrong Advisory Group’s Cornerstone Total Return Fund CRF Stock Holding History

Armstrong Advisory 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
2024
Q2 		– Sell
-2,550
Closed -$17.6K – 798
2024
Q1 		$17.6K Hold
2,550
– – ﹤0.01% 495
2023
Q4 		$17.6K Hold
2,550
– – ﹤0.01% 495
2023
Q3 		$20K Hold
2,550
– – ﹤0.01% 491
2023
Q2 		$20K Hold
2,550
– – ﹤0.01% 496
2023
Q1 		$18.5K Hold
2,550
– – ﹤0.01% 490
2022
Q4 		$17.8K Buy
+2,550
New +$19.8K ﹤0.01% 503

Other funds holding CRF

BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Armstrong Advisory Group's CRF Position: Q2 2024 in Review

Armstrong Advisory Group sold out of Cornerstone Total Return Fund (CRF) in Q2 2024, closing a stake of 2,550 shares — an estimated $17.6K sold.

Armstrong Advisory Group first reported a position in CRF in Q4 2022 and held it in 6 quarters. The position peaked at $20K in Q2 2023. 54 funds tracked by Wall St. Rank hold CRF as of Q2 2024.

  • Armstrong Advisory Group reported no remaining Cornerstone Total Return Fund position as of Q2 2024 after selling out during the quarter.
  • Armstrong Advisory Group sold 2,550 Cornerstone Total Return Fund shares in Q2 2024, an estimated $17.6K.
  • Armstrong Advisory Group first reported a position in Cornerstone Total Return Fund in Q4 2022 and held it in 6 quarters.
  • Armstrong Advisory Group's Cornerstone Total Return Fund position peaked at $20K in Q2 2023.
  • 54 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2024.

Based on Armstrong Advisory Group's 13F filing for Q2 2024, filed 12 Jul 2024.