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Atria Wealth Solutions’s Cornerstone Strategic Value Fund CLM Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$268K Sell
32,531
-174,505
-84% -$1.29M 0.01% 1213
2025
Q1 		$1.52M Sell
207,036
-5,018
-2% -$41.3K 0.02% 736
2024
Q4 		$1.79M Sell
212,054
-552
-0.3% -$4.56K 0.02% 686
2024
Q3 		$1.61M Sell
212,606
-20,921
-9% -$156K 0.02% 718
2024
Q2 		$1.77M Buy
233,527
+3,506
+2% +$25.9K 0.02% 669
2024
Q1 		$1.7M Buy
230,021
+9,137
+4% +$65.1K 0.02% 694
2023
Q4 		$1.56M Sell
220,884
-10,423
-5% -$74.4K 0.02% 688
2023
Q3 		$1.83M Sell
231,307
-38,722
-14% -$319K 0.03% 587
2023
Q2 		$2.23M Sell
270,029
-35,414
-12% -$276K 0.03% 533
2023
Q1 		$2.34M Buy
305,443
+72,288
+31% +$561K 0.03% 492
2022
Q4 		$1.69M Buy
233,155
+11,671
+5% +$94.2K 0.03% 574
2022
Q3 		$1.87M Buy
221,484
+16,069
+8% +$153K 0.03% 510
2022
Q2 		$1.74M Buy
205,415
+20,392
+11% +$218K 0.03% 498
2022
Q1 		$2.57M Buy
+185,023
New +$2.56M 0.04% 410

Other funds holding CLM

AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Atria Wealth Solutions's CLM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Cornerstone Strategic Value Fund (CLM) stake by 84% in Q2 2025, selling an estimated $1.29M and leaving 32,531 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #1213.

Atria Wealth Solutions first reported a position in CLM in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.57M in Q1 2022. 121 funds tracked by Wall St. Rank hold CLM as of Q2 2025.

  • Atria Wealth Solutions held 32,531 shares of Cornerstone Strategic Value Fund worth $268K as of Q2 2025.
  • Atria Wealth Solutions sold 174,505 Cornerstone Strategic Value Fund shares in Q2 2025, an estimated $1.29M.
  • Cornerstone Strategic Value Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1213 holding.
  • Atria Wealth Solutions first reported a position in Cornerstone Strategic Value Fund in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Cornerstone Strategic Value Fund position peaked at $2.57M in Q1 2022.
  • 121 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.