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Cornerstone Advisors (Washington)’s Financial Institutions FISI Stock Holding History

Cornerstone Advisors (Washington)’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$1K Hold
48
– – ﹤0.01% 646
2020
Q2 		$1K Hold
48
– – ﹤0.01% 630
2020
Q1 		$1K Buy
+48
New +$1.29K ﹤0.01% 648

Other funds holding FISI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CNC
Canandaigua National Corp Canandaigua, New York $1.12B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cornerstone Advisors (Washington)'s FISI Position: Q3 2020 in Review

Cornerstone Advisors (Washington) held its Financial Institutions (FISI) position steady in Q3 2020 at 48 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Cornerstone Advisors (Washington) first reported a position in FISI in Q1 2020 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold FISI as of Q3 2020.

  • Cornerstone Advisors (Washington) held 48 shares of Financial Institutions worth $1K as of Q3 2020.
  • Cornerstone Advisors (Washington) left its Financial Institutions share count unchanged in Q3 2020.
  • Financial Institutions made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #646 holding.
  • Cornerstone Advisors (Washington) first reported a position in Financial Institutions in Q1 2020 and has held it in 3 quarters since.
  • 116 funds tracked by Wall St. Rank held Financial Institutions as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.