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

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Altrius Capital Management New Bern, North Carolina $503M AUM 19.46% 1-Year Est. Return

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Douglass Winthrop Advisors New York $5.46B AUM 11.49% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Ramirez Asset Management New York $832M AUM 33.23% 1-Year Est. Return

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return