CPG
DT

Cornerstone Planning Group’s DEUTSCHE TELEKOM AG ADS (1ORD) DT Stock Holding History

Cornerstone Planning Group’s Portfolio DT Stock Details DT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-204
Closed -$4.28K – 1056
2023
Q3 		$4.28K Sell
204
-268
-57% -$5.62K ﹤0.01% 546
2023
Q2 		$10.3K Buy
+472
New +$10.3K ﹤0.01% 650
2022
Q4 		$20.8K Buy
+943
New +$20.8K 0.01% 432

Other funds holding DT

BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return
RAM
Ramirez Asset Management New York $832M AUM 33.23% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return
KCM
Kempner Capital Management Galveston, Texas $106M AUM 29.1% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return

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

Cornerstone Planning Group sold out of DEUTSCHE TELEKOM AG ADS (1ORD) (DT) in Q4 2023, closing a stake of 204 shares — an estimated $4.28K sold.

Cornerstone Planning Group first reported a position in DT in Q4 2022 and held it in 3 quarters. The position peaked at $20.8K in Q4 2022. 24 funds tracked by Wall St. Rank hold DT as of Q4 2023.

  • Cornerstone Planning Group reported no remaining DEUTSCHE TELEKOM AG ADS (1ORD) position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 204 DEUTSCHE TELEKOM AG ADS (1ORD) shares in Q4 2023, an estimated $4.28K.
  • Cornerstone Planning Group first reported a position in DEUTSCHE TELEKOM AG ADS (1ORD) in Q4 2022 and held it in 3 quarters.
  • Cornerstone Planning Group's DEUTSCHE TELEKOM AG ADS (1ORD) position peaked at $20.8K in Q4 2022.
  • 24 funds tracked by Wall St. Rank held DEUTSCHE TELEKOM AG ADS (1ORD) as of Q4 2023.

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