CPG
FNM

Cornerstone Planning Group’s FANNIE MAE FNM Stock Holding History

Cornerstone Planning Group’s Portfolio FNM Stock Details FNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,200
Closed -$1.98K – 1054
2023
Q3 		$1.98K Sell
3,200
-66
-2% -$41 ﹤0.01% 659
2023
Q2 		$1.44K Buy
+3,266
New +$1.44K ﹤0.01% 1263
2022
Q4 		$1.54K Buy
+3,266
New +$1.54K ﹤0.01% 1258

Other funds holding FNM

PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
CIA
Cladis Investment Advisory Billings, Montana $182M AUM 33.3% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Cornerstone Planning Group sold out of FANNIE MAE (FNM) in Q4 2023, closing a stake of 3,200 shares — an estimated $1.98K sold.

Cornerstone Planning Group first reported a position in FNM in Q4 2022 and held it in 3 quarters. The position peaked at $1.98K in Q3 2023. 16 funds tracked by Wall St. Rank hold FNM as of Q4 2023.

  • Cornerstone Planning Group reported no remaining FANNIE MAE position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 3,200 FANNIE MAE shares in Q4 2023, an estimated $1.98K.
  • Cornerstone Planning Group first reported a position in FANNIE MAE in Q4 2022 and held it in 3 quarters.
  • Cornerstone Planning Group's FANNIE MAE position peaked at $1.98K in Q3 2023.
  • 16 funds tracked by Wall St. Rank held FANNIE MAE as of Q4 2023.

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