CPG
CDMO

Cornerstone Planning Group’s Avid Bioservices, Inc. Common Stock CDMO Stock Holding History

Cornerstone Planning Group’s Portfolio CDMO Stock Details CDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15
Closed -$187 – 1711
2024
Q4 		$187 Hold
15
– – ﹤0.01% 1328
2024
Q3 		$153 Hold
15
– – ﹤0.01% 1241
2024
Q2 		$158 Hold
15
– – ﹤0.01% 1188
2024
Q1 		$124 Hold
15
– – ﹤0.01% 1037
2023
Q4 		$98 Hold
15
– – ﹤0.01% 900
2023
Q3 		$142 Buy
+15
New +$181 ﹤0.01% 1062

Other funds holding CDMO

TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cornerstone Planning Group's CDMO Position: Q1 2025 in Review

Cornerstone Planning Group sold out of Avid Bioservices, Inc. Common Stock (CDMO) in Q1 2025, closing a stake of 15 shares — an estimated $187 sold.

Cornerstone Planning Group first reported a position in CDMO in Q3 2023 and held it in 6 quarters. The position peaked at $187 in Q4 2024. 2 funds tracked by Wall St. Rank hold CDMO as of Q1 2025.

  • Cornerstone Planning Group reported no remaining Avid Bioservices, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 15 Avid Bioservices, Inc. Common Stock shares in Q1 2025, an estimated $187.
  • Cornerstone Planning Group first reported a position in Avid Bioservices, Inc. Common Stock in Q3 2023 and held it in 6 quarters.
  • Cornerstone Planning Group's Avid Bioservices, Inc. Common Stock position peaked at $187 in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Avid Bioservices, Inc. Common Stock as of Q1 2025.

Based on Cornerstone Planning Group's 13F filing for Q1 2025, filed 30 Apr 2025.