Avior Wealth Management’s Cornerstone OnDemand, Inc. CSOD Stock Holding History

Avior Wealth Management’s Portfolio CSOD Stock Details CSOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-4,123	Closed	-$207K	–	745
2018 Q4	$207K	Sell	4,123 -99	-2%	-$5.02K	0.05%	306
2018 Q3	$240K	Sell	4,222 -359	-8%	-$19.4K	0.05%	303
2018 Q2	$217K	Sell	4,581 -442	-9%	-$20.6K	0.05%	313
2018 Q1	$196K	Sell	5,023 -340	-6%	-$13.8K	0.05%	319
2017 Q4	$189K	Buy	+5,363	New	+$200K	0.04%	347

Other funds holding CSOD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Avior Wealth Management's CSOD Position: Q1 2019 in Review

Avior Wealth Management sold out of Cornerstone OnDemand, Inc. (CSOD) in Q1 2019, closing a stake of 4,123 shares — an estimated $207K sold.

Avior Wealth Management first reported a position in CSOD in Q4 2017 and held it in 5 quarters. The position peaked at $240K in Q3 2018. 223 funds tracked by Wall St. Rank hold CSOD as of Q1 2019.

Avior Wealth Management reported no remaining Cornerstone OnDemand, Inc. position as of Q1 2019 after selling out during the quarter.
Avior Wealth Management sold 4,123 Cornerstone OnDemand, Inc. shares in Q1 2019, an estimated $207K.
Avior Wealth Management first reported a position in Cornerstone OnDemand, Inc. in Q4 2017 and held it in 5 quarters.
Avior Wealth Management's Cornerstone OnDemand, Inc. position peaked at $240K in Q3 2018.
223 funds tracked by Wall St. Rank held Cornerstone OnDemand, Inc. as of Q1 2019.

Based on Avior Wealth Management's 13F filing for Q1 2019, filed 8 May 2019.