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Cornerstone Planning Group’s Gentherm THRM Stock Holding History

Cornerstone Planning Group’s Portfolio THRM Stock Details THRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-14
Closed -$791 – 1299
2023
Q2 		$791 Buy
+14
New +$806 ﹤0.01% 1404
2022
Q4 		$1K Buy
+14
New +$904 ﹤0.01% 1354

Other funds holding THRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cornerstone Planning Group's THRM Position: Q3 2023 in Review

Cornerstone Planning Group sold out of Gentherm (THRM) in Q3 2023, closing a stake of 14 shares — an estimated $791 sold.

Cornerstone Planning Group first reported a position in THRM in Q4 2022 and held it in 2 quarters. The position peaked at $1K in Q4 2022. 227 funds tracked by Wall St. Rank hold THRM as of Q3 2023.

  • Cornerstone Planning Group reported no remaining Gentherm position as of Q3 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 14 Gentherm shares in Q3 2023, an estimated $791.
  • Cornerstone Planning Group first reported a position in Gentherm in Q4 2022 and held it in 2 quarters.
  • Cornerstone Planning Group's Gentherm position peaked at $1K in Q4 2022.
  • 227 funds tracked by Wall St. Rank held Gentherm as of Q3 2023.

Based on Cornerstone Planning Group's 13F filing for Q3 2023, filed 8 Nov 2023.