CPG
SI

Cornerstone Planning Group’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Cornerstone Planning Group’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-100
Closed -$7.14K – 1050
2023
Q3 		$7.14K Buy
100
+83
+488% +$5.93K ﹤0.01% 486
2023
Q2 		$1.42K Buy
+17
New +$1.42K ﹤0.01% 1270
2022
Q4 		$13.4K Buy
+175
New +$13.4K 0.01% 554

Other funds holding SI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
ACM
Altrius Capital Management New Bern, North Carolina $526M AUM 20.91% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
DWA
Douglass Winthrop Advisors New York $5.8B AUM 11.8% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
RAM
Ramirez Asset Management New York $960M AUM 30.25% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

Cornerstone Planning Group sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q4 2023, closing a stake of 100 shares — an estimated $7.14K sold.

Cornerstone Planning Group first reported a position in SI in Q4 2022 and held it in 3 quarters. The position peaked at $13.4K in Q4 2022. 44 funds tracked by Wall St. Rank hold SI as of Q4 2023.

  • Cornerstone Planning Group reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 100 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q4 2023, an estimated $7.14K.
  • Cornerstone Planning Group first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q4 2022 and held it in 3 quarters.
  • Cornerstone Planning Group's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $13.4K in Q4 2022.
  • 44 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q4 2023.

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