CPG
FRE

Cornerstone Planning Group’s FREDDIE MAC D/B/A VOTING FRE Stock Holding History

Cornerstone Planning Group’s Portfolio FRE Stock Details FRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,250
Closed -$1.92K – 1055
2023
Q3 		$1.92K Hold
3,250
– – ﹤0.01% 669
2023
Q2 		$1.41K Buy
+3,250
New +$1.41K ﹤0.01% 1271
2022
Q4 		$1.52K Buy
+3,250
New +$1.52K ﹤0.01% 1262

Other funds holding FRE

PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

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

Cornerstone Planning Group sold out of FREDDIE MAC D/B/A VOTING (FRE) in Q4 2023, closing a stake of 3,250 shares — an estimated $1.92K sold.

Cornerstone Planning Group first reported a position in FRE in Q4 2022 and held it in 3 quarters. The position peaked at $1.92K in Q3 2023. 5 funds tracked by Wall St. Rank hold FRE as of Q4 2023.

  • Cornerstone Planning Group reported no remaining FREDDIE MAC D/B/A VOTING position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 3,250 FREDDIE MAC D/B/A VOTING shares in Q4 2023, an estimated $1.92K.
  • Cornerstone Planning Group first reported a position in FREDDIE MAC D/B/A VOTING in Q4 2022 and held it in 3 quarters.
  • Cornerstone Planning Group's FREDDIE MAC D/B/A VOTING position peaked at $1.92K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held FREDDIE MAC D/B/A VOTING as of Q4 2023.

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