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Cornerstone Planning Group’s Viant Technology DSP Stock Holding History

Cornerstone Planning Group’s Portfolio DSP Stock Details DSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-390
Closed -$3.81K – 1315
2024
Q2 		$3.81K Hold
390
– – ﹤0.01% 630
2024
Q1 		$3.28K Hold
390
– – ﹤0.01% 587
2023
Q4 		$2.69K Hold
390
– – ﹤0.01% 590
2023
Q3 		$2.18K Hold
390
– – ﹤0.01% 642
2023
Q2 		$1.8K Buy
+390
New +$1.73K ﹤0.01% 1207
2022
Q4 		$1.72K Buy
+390
New +$1.57K ﹤0.01% 1234

Other funds holding DSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Viant Technology (DSP) in Q3 2024, closing a stake of 390 shares — an estimated $3.81K sold.

Cornerstone Planning Group first reported a position in DSP in Q4 2022 and held it in 6 quarters. The position peaked at $3.81K in Q2 2024. 82 funds tracked by Wall St. Rank hold DSP as of Q3 2024.

  • Cornerstone Planning Group reported no remaining Viant Technology position as of Q3 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 390 Viant Technology shares in Q3 2024, an estimated $3.81K.
  • Cornerstone Planning Group first reported a position in Viant Technology in Q4 2022 and held it in 6 quarters.
  • Cornerstone Planning Group's Viant Technology position peaked at $3.81K in Q2 2024.
  • 82 funds tracked by Wall St. Rank held Viant Technology as of Q3 2024.

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