CPG
KYO

Cornerstone Planning Group’s Kyocera Adr KYO Stock Holding History

Cornerstone Planning Group’s Portfolio KYO Stock Details KYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7
Closed -$380 – 1319
2023
Q2 		$380 Buy
+7
New +$380 ﹤0.01% 1482
2022
Q4 		$353 Buy
+7
New +$353 ﹤0.01% 1481

Other funds holding KYO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
M
MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Cornerstone Planning Group's KYO Position: Q3 2023 in Review

Cornerstone Planning Group sold out of Kyocera Adr (KYO) in Q3 2023, closing a stake of 7 shares — an estimated $380 sold.

Cornerstone Planning Group first reported a position in KYO in Q4 2022 and held it in 2 quarters. The position peaked at $380 in Q2 2023. 5 funds tracked by Wall St. Rank hold KYO as of Q3 2023.

  • Cornerstone Planning Group reported no remaining Kyocera Adr position as of Q3 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 7 Kyocera Adr shares in Q3 2023, an estimated $380.
  • Cornerstone Planning Group first reported a position in Kyocera Adr in Q4 2022 and held it in 2 quarters.
  • Cornerstone Planning Group's Kyocera Adr position peaked at $380 in Q2 2023.
  • 5 funds tracked by Wall St. Rank held Kyocera Adr as of Q3 2023.

Based on Cornerstone Planning Group's 13F filing for Q3 2023, filed 8 Nov 2023.