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Cornerstone Wealth Management’s Sprouts Farmers Market SFM Stock Holding History

Cornerstone Wealth Management’s Portfolio SFM Stock Details SFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,581
Closed -$308K – 1001
2018
Q3 		$308K Sell
5,581
-3,424
-38% -$84.1K ﹤0.01% 1054
2018
Q2 		$408K Buy
+9,005
New +$204K ﹤0.01% 1071

Other funds holding SFM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Cornerstone Wealth Management's SFM Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Sprouts Farmers Market (SFM) in Q4 2018, closing a stake of 5,581 shares — an estimated $308K sold.

Cornerstone Wealth Management first reported a position in SFM in Q2 2018 and held it in 2 quarters. The position peaked at $408K in Q2 2018. 292 funds tracked by Wall St. Rank hold SFM as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Sprouts Farmers Market position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 5,581 Sprouts Farmers Market shares in Q4 2018, an estimated $308K.
  • Cornerstone Wealth Management first reported a position in Sprouts Farmers Market in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Sprouts Farmers Market position peaked at $408K in Q2 2018.
  • 292 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.