CPG
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Cornerstone Planning Group’s Consumer Portfolio Services CPSS Stock Holding History

Cornerstone Planning Group’s Portfolio CPSS Stock Details CPSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-201
Closed -$1.79K – 1279
2024
Q1 		$1.79K Buy
+201
New +$1.72K ﹤0.01% 679

Other funds holding CPSS

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Cornerstone Planning Group's CPSS Position: Q2 2024 in Review

Cornerstone Planning Group sold out of Consumer Portfolio Services (CPSS) in Q2 2024, closing a stake of 201 shares — an estimated $1.79K sold.

Cornerstone Planning Group first reported a position in CPSS in Q1 2024 and held it in 1 quarter. The position peaked at $1.79K in Q1 2024. 47 funds tracked by Wall St. Rank hold CPSS as of Q2 2024.

  • Cornerstone Planning Group reported no remaining Consumer Portfolio Services position as of Q2 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 201 Consumer Portfolio Services shares in Q2 2024, an estimated $1.79K.
  • Cornerstone Planning Group first reported a position in Consumer Portfolio Services in Q1 2024 and held it in 1 quarter.
  • Cornerstone Planning Group's Consumer Portfolio Services position peaked at $1.79K in Q1 2024.
  • 47 funds tracked by Wall St. Rank held Consumer Portfolio Services as of Q2 2024.

Based on Cornerstone Planning Group's 13F filing for Q2 2024, filed 13 Aug 2024.