CPG
DAI

Cornerstone Planning Group’s DAIMLER AG DAI Stock Holding History

Cornerstone Planning Group’s Portfolio DAI Stock Details DAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-124
Closed -$8.62K – 1057
2023
Q3 		$8.62K Buy
+124
New +$8.62K ﹤0.01% 455

Other funds holding DAI

BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RC
Reik & Co New York $363M AUM 3.03% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Cornerstone Planning Group's DAI Position: Q4 2023 in Review

Cornerstone Planning Group sold out of DAIMLER AG (DAI) in Q4 2023, closing a stake of 124 shares — an estimated $8.62K sold.

Cornerstone Planning Group first reported a position in DAI in Q3 2023 and held it in 1 quarter. The position peaked at $8.62K in Q3 2023. 8 funds tracked by Wall St. Rank hold DAI as of Q4 2023.

  • Cornerstone Planning Group reported no remaining DAIMLER AG position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 124 DAIMLER AG shares in Q4 2023, an estimated $8.62K.
  • Cornerstone Planning Group first reported a position in DAIMLER AG in Q3 2023 and held it in 1 quarter.
  • Cornerstone Planning Group's DAIMLER AG position peaked at $8.62K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held DAIMLER AG as of Q4 2023.

Based on Cornerstone Planning Group's 13F filing for Q4 2023, filed 12 Feb 2024.