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Mark Sheptoff Financial Planning’s Corcept Therapeutics CORT Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio CORT Stock Details CORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-200
Closed -$10.1K – 448
2024
Q4 		$10.1K Buy
+200
New +$10.5K 0.01% 316

Other funds holding CORT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Mark Sheptoff Financial Planning's CORT Position: Q1 2025 in Review

Mark Sheptoff Financial Planning sold out of Corcept Therapeutics (CORT) in Q1 2025, closing a stake of 200 shares — an estimated $10.1K sold.

Mark Sheptoff Financial Planning first reported a position in CORT in Q4 2024 and held it in 1 quarter. The position peaked at $10.1K in Q4 2024. 422 funds tracked by Wall St. Rank hold CORT as of Q1 2025.

  • Mark Sheptoff Financial Planning reported no remaining Corcept Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 Corcept Therapeutics shares in Q1 2025, an estimated $10.1K.
  • Mark Sheptoff Financial Planning first reported a position in Corcept Therapeutics in Q4 2024 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Corcept Therapeutics position peaked at $10.1K in Q4 2024.
  • 422 funds tracked by Wall St. Rank held Corcept Therapeutics as of Q1 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2025, filed 13 May 2025.