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Cornerstone Advisory’s Motley Fool Mid-Cap Growth ETF TMFM Stock Holding History

Cornerstone Advisory’s Portfolio TMFM Stock Details TMFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,240
Closed -$66K – 720
2021
Q4 		$66K Buy
+2,240
New +$64.7K 0.01% 387

Other funds holding TMFM

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cornerstone Advisory's TMFM Position: Q1 2022 in Review

Cornerstone Advisory sold out of Motley Fool Mid-Cap Growth ETF (TMFM) in Q1 2022, closing a stake of 2,240 shares — an estimated $66K sold.

Cornerstone Advisory first reported a position in TMFM in Q4 2021 and held it in 1 quarter. The position peaked at $66K in Q4 2021. 22 funds tracked by Wall St. Rank hold TMFM as of Q1 2022.

  • Cornerstone Advisory reported no remaining Motley Fool Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 2,240 Motley Fool Mid-Cap Growth ETF shares in Q1 2022, an estimated $66K.
  • Cornerstone Advisory first reported a position in Motley Fool Mid-Cap Growth ETF in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's Motley Fool Mid-Cap Growth ETF position peaked at $66K in Q4 2021.
  • 22 funds tracked by Wall St. Rank held Motley Fool Mid-Cap Growth ETF as of Q1 2022.

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