Cornerstone Planning Group’s Quanex NX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-20	Closed	-$462	–	1643
2024 Q4	$462	Buy	+20	New	+$574	﹤0.01%	1167

Other funds holding NX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

TCP

Teleios Capital Partners Zug $65.7M AUM 48.76% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Cornerstone Planning Group's NX Position: Q1 2025 in Review

Cornerstone Planning Group sold out of Quanex (NX) in Q1 2025, closing a stake of 20 shares — an estimated $462 sold.

Cornerstone Planning Group first reported a position in NX in Q4 2024 and held it in 1 quarter. The position peaked at $462 in Q4 2024. 202 funds tracked by Wall St. Rank hold NX as of Q1 2025.

Cornerstone Planning Group reported no remaining Quanex position as of Q1 2025 after selling out during the quarter.
Cornerstone Planning Group sold 20 Quanex shares in Q1 2025, an estimated $462.
Cornerstone Planning Group first reported a position in Quanex in Q4 2024 and held it in 1 quarter.
Cornerstone Planning Group's Quanex position peaked at $462 in Q4 2024.
202 funds tracked by Wall St. Rank held Quanex as of Q1 2025.

Based on Cornerstone Planning Group's 13F filing for Q1 2025, filed 30 Apr 2025.