CPG
PC

Cornerstone Planning Group’s PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) PC Stock Holding History

Cornerstone Planning Group’s Portfolio PC Stock Details PC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-23
Closed -$260 – 1051
2023
Q3 		$260 Buy
+23
New +$260 ﹤0.01% 995

Other funds holding PC

NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
ELC
Edgar Lomax Company Kingstowne, Virginia $1.4B AUM 20.67% 1-Year Est. Return
SC
Sawyer & Company Boston, Massachusetts $260M AUM 15.96% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
KLWA
Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return

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

Cornerstone Planning Group sold out of PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) (PC) in Q4 2023, closing a stake of 23 shares — an estimated $260 sold.

Cornerstone Planning Group first reported a position in PC in Q3 2023 and held it in 1 quarter. The position peaked at $260 in Q3 2023. 14 funds tracked by Wall St. Rank hold PC as of Q4 2023.

  • Cornerstone Planning Group reported no remaining PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 23 PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) shares in Q4 2023, an estimated $260.
  • Cornerstone Planning Group first reported a position in PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) in Q3 2023 and held it in 1 quarter.
  • Cornerstone Planning Group's PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) position peaked at $260 in Q3 2023.
  • 14 funds tracked by Wall St. Rank held PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) as of Q4 2023.

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