Cornerstone Planning Group’s FiscalNote NOTE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-59	Closed	-$940	–	1345
2024 Q2	$940	Buy	+59	New	+$936	﹤0.01%	955

Other funds holding NOTE

MCP

Maso Capital Partners Hong Kong $60.9M AUM 0.32% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Samjo Management New York $231M AUM 13.04% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

Cornerstone Planning Group's NOTE Position: Q3 2024 in Review

Cornerstone Planning Group sold out of FiscalNote (NOTE) in Q3 2024, closing a stake of 59 shares — an estimated $940 sold.

Cornerstone Planning Group first reported a position in NOTE in Q2 2024 and held it in 1 quarter. The position peaked at $940 in Q2 2024. 76 funds tracked by Wall St. Rank hold NOTE as of Q3 2024.

Cornerstone Planning Group reported no remaining FiscalNote position as of Q3 2024 after selling out during the quarter.
Cornerstone Planning Group sold 59 FiscalNote shares in Q3 2024, an estimated $940.
Cornerstone Planning Group first reported a position in FiscalNote in Q2 2024 and held it in 1 quarter.
Cornerstone Planning Group's FiscalNote position peaked at $940 in Q2 2024.
76 funds tracked by Wall St. Rank held FiscalNote as of Q3 2024.

Based on Cornerstone Planning Group's 13F filing for Q3 2024, filed 5 Nov 2024.