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Cornerstone Advisory’s New Mountain Finance NMFC Stock Holding History

Cornerstone Advisory’s Portfolio NMFC Stock Details NMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,922
Closed -$40K – 571
2021
Q4 		$40K Buy
+2,922
New +$39.9K 0.01% 444

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VanEck Associates
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Morgan Stanley
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DCM
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C
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Invesco
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cornerstone Advisory's NMFC Position: Q1 2022 in Review

Cornerstone Advisory sold out of New Mountain Finance (NMFC) in Q1 2022, closing a stake of 2,922 shares — an estimated $40K sold.

Cornerstone Advisory first reported a position in NMFC in Q4 2021 and held it in 1 quarter. The position peaked at $40K in Q4 2021. 149 funds tracked by Wall St. Rank hold NMFC as of Q1 2022.

  • Cornerstone Advisory reported no remaining New Mountain Finance position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 2,922 New Mountain Finance shares in Q1 2022, an estimated $40K.
  • Cornerstone Advisory first reported a position in New Mountain Finance in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's New Mountain Finance position peaked at $40K in Q4 2021.
  • 149 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.