Cornerstone Planning Group’s ENI E Stock Holding History

Cornerstone Planning Group’s Portfolio E Stock Details E Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.72K	Buy	172 +29	+20%	+$1.3K	﹤0.01%	898
2025 Q4	$5.84K	Buy	143 +21	+17%	+$772	﹤0.01%	943
2025 Q3	$4.47K	Hold	122	–	–	﹤0.01%	980
2025 Q2	$4.18K	Buy	122 +104	+578%	+$3.08K	﹤0.01%	767
2025 Q1	$509	Hold	18	–	–	﹤0.01%	1300
2024 Q4	$509	Sell	18 -94	-84%	-$2.75K	﹤0.01%	1130
2024 Q3	$3.38K	Buy	112 +8	+8%	+$251	﹤0.01%	654
2024 Q2	$3.17K	Buy	104 +68	+189%	+$2.16K	﹤0.01%	668
2024 Q1	$1.14K	Buy	36 +27	+300%	+$856	﹤0.01%	752
2023 Q4	$306	Hold	9	–	–	﹤0.01%	830
2023 Q3	$287	Sell	9 -38	-81%	-$1.17K	﹤0.01%	979
2023 Q2	$1.35K	Buy	+47	New	+$1.36K	﹤0.01%	1283
2022 Q4	$1.47K	Buy	+47	New	+$1.27K	﹤0.01%	1274

Other funds holding E

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return