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Cornerstone Planning Group’s Chemung Financial Corp CHMG Stock Holding History

Cornerstone Planning Group’s Portfolio CHMG Stock Details CHMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13
Closed -$577 – 1311
2024
Q2 		$577 Buy
+13
New +$555 ﹤0.01% 1059

Other funds holding CHMG

CCT
Chemung Canal Trust Elmira, New York $541M AUM 32.42% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Cornerstone Planning Group's CHMG Position: Q3 2024 in Review

Cornerstone Planning Group sold out of Chemung Financial Corp (CHMG) in Q3 2024, closing a stake of 13 shares — an estimated $577 sold.

Cornerstone Planning Group first reported a position in CHMG in Q2 2024 and held it in 1 quarter. The position peaked at $577 in Q2 2024. 68 funds tracked by Wall St. Rank hold CHMG as of Q3 2024.

  • Cornerstone Planning Group reported no remaining Chemung Financial Corp position as of Q3 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 13 Chemung Financial Corp shares in Q3 2024, an estimated $577.
  • Cornerstone Planning Group first reported a position in Chemung Financial Corp in Q2 2024 and held it in 1 quarter.
  • Cornerstone Planning Group's Chemung Financial Corp position peaked at $577 in Q2 2024.
  • 68 funds tracked by Wall St. Rank held Chemung Financial Corp as of Q3 2024.

Based on Cornerstone Planning Group's 13F filing for Q3 2024, filed 5 Nov 2024.