LWCFA
CSOD

Loring Wolcott & Coolidge Fiduciary Advisors’s Cornerstone OnDemand, Inc. CSOD Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2021
Q1 		– Sell
-170
Closed -$7K – 767
2020
Q4 		$7K Buy
+170
New +$7.04K ﹤0.01% 655
2017
Q4 		– Sell
-43
Closed -$2K – 906
2017
Q3 		$2K Buy
+43
New +$1.59K ﹤0.01% 681

Other funds holding CSOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CSOD Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Cornerstone OnDemand, Inc. (CSOD) in Q1 2021, closing a stake of 170 shares — an estimated $7K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CSOD in Q3 2017 and held it in 2 quarters. The position peaked at $7K in Q4 2020. 191 funds tracked by Wall St. Rank hold CSOD as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Cornerstone OnDemand, Inc. position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 170 Cornerstone OnDemand, Inc. shares in Q1 2021, an estimated $7K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Cornerstone OnDemand, Inc. in Q3 2017 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Cornerstone OnDemand, Inc. position peaked at $7K in Q4 2020.
  • 191 funds tracked by Wall St. Rank held Cornerstone OnDemand, Inc. as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.