Edge Wealth Management’s Cornerstone OnDemand, Inc. CSOD Stock Holding History

Edge Wealth Management’s Portfolio CSOD Stock Details CSOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-150	Closed	-$6K	–	670
2020 Q2	$6K	Sell	150 -3,466	-96%	-$122K	﹤0.01%	541
2020 Q1	$115K	Hold	3,616	–	–	0.03%	164
2019 Q4	$212K	Hold	3,616	–	–	0.04%	143
2019 Q3	$198K	Hold	3,616	–	–	0.05%	137
2019 Q2	$209K	Hold	3,616	–	–	0.05%	138
2019 Q1	$198K	Hold	3,616	–	–	0.05%	137
2018 Q4	$182K	Hold	3,616	–	–	0.05%	143
2018 Q3	$205K	Hold	3,616	–	–	0.05%	142
2018 Q2	$172K	Hold	3,616	–	–	0.04%	152
2018 Q1	$141K	Hold	3,616	–	–	0.04%	142
2017 Q4	$128K	Hold	3,616	–	–	0.04%	157
2017 Q3	$147K	Hold	3,616	–	–	0.04%	144
2017 Q2	$125K	Sell	3,616 -150	-4%	-$5.62K	0.04%	155
2017 Q1	$147K	Hold	3,766	–	–	0.05%	137
2016 Q4	$159K	Hold	3,766	–	–	0.06%	126
2016 Q3	$173K	Hold	3,766	–	–	0.07%	110
2016 Q2	$143K	Hold	3,766	–	–	0.06%	120
2016 Q1	$123K	Sell	3,766 -150	-4%	-$4.53K	0.06%	122
2015 Q4	$136K	Hold	3,916	–	–	0.05%	124
2015 Q3	$127K	Sell	3,916 -978	-20%	-$35.7K	0.05%	121
2015 Q2	$171K	Buy	4,894 +278	+6%	+$8.65K	0.06%	115
2015 Q1	$134K	Hold	4,616	–	–	0.05%	118
2014 Q4	$163K	Buy	4,616 +700	+18%	+$23.1K	0.06%	116
2014 Q3	$135K	Sell	3,916 -2,450	-38%	-$96.6K	0.05%	116
2014 Q2	$293K	Buy	6,366 +2,625	+70%	+$107K	0.12%	85
2014 Q1	$179K	Hold	3,741	–	–	0.07%	98
2013 Q4	$199K	Sell	3,741 -534	-12%	-$26.5K	0.09%	90
2013 Q3	$220K	Hold	4,275	–	–	0.13%	68
2013 Q2	$184K	Buy	+4,275	New	+$163K	0.12%	61

Other funds holding CSOD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

VCM

Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return

Edge Wealth Management's CSOD Position: Q3 2020 in Review

Edge Wealth Management sold out of Cornerstone OnDemand, Inc. (CSOD) in Q3 2020, closing a stake of 150 shares — an estimated $6K sold.

Edge Wealth Management first reported a position in CSOD in Q2 2013 and held it in 29 quarters. The position peaked at $293K in Q2 2014. 167 funds tracked by Wall St. Rank hold CSOD as of Q3 2020.

Edge Wealth Management reported no remaining Cornerstone OnDemand, Inc. position as of Q3 2020 after selling out during the quarter.
Edge Wealth Management sold 150 Cornerstone OnDemand, Inc. shares in Q3 2020, an estimated $6K.
Edge Wealth Management first reported a position in Cornerstone OnDemand, Inc. in Q2 2013 and held it in 29 quarters.
Edge Wealth Management's Cornerstone OnDemand, Inc. position peaked at $293K in Q2 2014.
167 funds tracked by Wall St. Rank held Cornerstone OnDemand, Inc. as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.