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Carolinas Wealth Consulting’s Corcept Therapeutics CORT Stock Holding History

Carolinas Wealth Consulting’s Portfolio CORT Stock Details CORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-27
Closed -$888 – 1058
2023
Q4 		$888 Hold
27
– – ﹤0.01% 844
2023
Q3 		$768 Hold
27
– – ﹤0.01% 875
2023
Q2 		$611 Sell
27
-4
-13% -$92 ﹤0.01% 973
2023
Q1 		$671 Buy
31
+1
+3% +$22 ﹤0.01% 954
2022
Q4 		$609 Buy
+30
New +$752 ﹤0.01% 977

Other funds holding CORT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.72B AUM 106.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Carolinas Wealth Consulting's CORT Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Corcept Therapeutics (CORT) in Q1 2024, closing a stake of 27 shares — an estimated $888 sold.

Carolinas Wealth Consulting first reported a position in CORT in Q4 2022 and held it in 5 quarters. The position peaked at $888 in Q4 2023. 287 funds tracked by Wall St. Rank hold CORT as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Corcept Therapeutics position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 27 Corcept Therapeutics shares in Q1 2024, an estimated $888.
  • Carolinas Wealth Consulting first reported a position in Corcept Therapeutics in Q4 2022 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Corcept Therapeutics position peaked at $888 in Q4 2023.
  • 287 funds tracked by Wall St. Rank held Corcept Therapeutics as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.