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First Command Advisory Services’s Cornerstone Strategic Value Fund CLM Stock Holding History

First Command Advisory Services’s Portfolio CLM Stock Details CLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,280
Closed -$9.7K – 480
2024
Q2 		$9.7K Buy
+1,280
New +$9.47K ﹤0.01% 356

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RCM
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First Command Advisory Services's CLM Position: Q3 2024 in Review

First Command Advisory Services sold out of Cornerstone Strategic Value Fund (CLM) in Q3 2024, closing a stake of 1,280 shares — an estimated $9.7K sold.

First Command Advisory Services first reported a position in CLM in Q2 2024 and held it in 1 quarter. The position peaked at $9.7K in Q2 2024. 116 funds tracked by Wall St. Rank hold CLM as of Q3 2024.

  • First Command Advisory Services reported no remaining Cornerstone Strategic Value Fund position as of Q3 2024 after selling out during the quarter.
  • First Command Advisory Services sold 1,280 Cornerstone Strategic Value Fund shares in Q3 2024, an estimated $9.7K.
  • First Command Advisory Services first reported a position in Cornerstone Strategic Value Fund in Q2 2024 and held it in 1 quarter.
  • First Command Advisory Services's Cornerstone Strategic Value Fund position peaked at $9.7K in Q2 2024.
  • 116 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q3 2024.

Based on First Command Advisory Services's 13F filing for Q3 2024, filed 25 Oct 2024.