First Command Advisory Services’s Cornerstone Total Return Fund CRF Stock Holding History

First Command Advisory Services’s Portfolio CRF Stock Details CRF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-217	Closed	-$1.67K	–	482
2024 Q2	$1.67K	Buy	+217	New	+$1.61K	﹤0.01%	447

Other funds holding CRF

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

AGM

Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCC

Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return

TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

First Command Advisory Services sold out of Cornerstone Total Return Fund (CRF) in Q3 2024, closing a stake of 217 shares — an estimated $1.67K sold.

First Command Advisory Services first reported a position in CRF in Q2 2024 and held it in 1 quarter. The position peaked at $1.67K in Q2 2024. 52 funds tracked by Wall St. Rank hold CRF as of Q3 2024.

First Command Advisory Services reported no remaining Cornerstone Total Return Fund position as of Q3 2024 after selling out during the quarter.
First Command Advisory Services sold 217 Cornerstone Total Return Fund shares in Q3 2024, an estimated $1.67K.
First Command Advisory Services first reported a position in Cornerstone Total Return Fund in Q2 2024 and held it in 1 quarter.
First Command Advisory Services's Cornerstone Total Return Fund position peaked at $1.67K in Q2 2024.
52 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q3 2024.

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