CPG
EDP

Cornerstone Planning Group’s EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD) EDP Stock Holding History

Cornerstone Planning Group’s Portfolio EDP Stock Details EDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-23
Closed -$955 – 1062
2023
Q3 		$955 Sell
23
-148
-87% -$6.14K ﹤0.01% 796
2023
Q2 		$8.37K Buy
+171
New +$8.37K ﹤0.01% 735
2022
Q4 		$12.8K Buy
+249
New +$12.8K 0.01% 568

Other funds holding EDP

RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 1-Year Est. Return

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

Cornerstone Planning Group sold out of EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD) (EDP) in Q4 2023, closing a stake of 23 shares — an estimated $955 sold.

Cornerstone Planning Group first reported a position in EDP in Q4 2022 and held it in 3 quarters. The position peaked at $12.8K in Q4 2022. 4 funds tracked by Wall St. Rank hold EDP as of Q4 2023.

  • Cornerstone Planning Group reported no remaining EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD) position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 23 EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD) shares in Q4 2023, an estimated $955.
  • Cornerstone Planning Group first reported a position in EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD) in Q4 2022 and held it in 3 quarters.
  • Cornerstone Planning Group's EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD) position peaked at $12.8K in Q4 2022.
  • 4 funds tracked by Wall St. Rank held EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD) as of Q4 2023.

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