Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
AssetMark Inc’s
Cornerstone Strategic Value Fund
CLM
Stock Holding History
AssetMark Inc’s Portfolio
CLM Stock Details
CLM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$21.9K
Sell
3,011
-4,949
-62%
-$38.9K
﹤0.01%
2018
2025
Q4
$66.5K
Buy
7,960
+5,989
+304%
+$49.5K
﹤0.01%
1617
2025
Q3
$16.3K
Hold
1,971
–
–
﹤0.01%
1977
2025
Q2
$16K
Sell
1,971
-4,362
-69%
-$32.2K
﹤0.01%
1858
2025
Q1
$46.3K
Sell
6,333
-763
-11%
-$6.28K
﹤0.01%
1459
2024
Q4
$60K
Buy
+7,096
New
+$58.6K
﹤0.01%
1381
Other funds holding CLM
AGM
Alpine Global Management
New York
$668M AUM
20.22%
1-Year Est. Return
BFM
Boothbay Fund Management
New York
$7.71B AUM
106.31%
1-Year Est. Return
PI
PFG Investments
Woodbury, New York
$2.15B AUM
25.5%
1-Year Est. Return
QL
Quarry LP
New York
$558M AUM
23.92%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
SC
Sculptor Capital
New York
$9.61B AUM
27.49%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
CCC
Cable Car Capital
San Francisco, California
$289M AUM
26.33%
1-Year Est. Return
WAM
Warberg Asset Management
Winnetka, Illinois
$600M AUM
23.37%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close