MWM
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MinichMacGregor Wealth Management’s Cornerstone Strategic Value Fund CLM Stock Holding History

MinichMacGregor Wealth Management’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
2023
Q1 		– Sell
-1,935
Closed -$14K – 189
2022
Q4 		$14K Buy
+1,935
New +$15.6K 0.01% 375

Other funds holding CLM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $108M AUM 30.27% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

MinichMacGregor Wealth Management's CLM Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Cornerstone Strategic Value Fund (CLM) in Q1 2023, closing a stake of 1,935 shares — an estimated $14K sold.

MinichMacGregor Wealth Management first reported a position in CLM in Q4 2022 and held it in 1 quarter. The position peaked at $14K in Q4 2022. 89 funds tracked by Wall St. Rank hold CLM as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Cornerstone Strategic Value Fund position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 1,935 Cornerstone Strategic Value Fund shares in Q1 2023, an estimated $14K.
  • MinichMacGregor Wealth Management first reported a position in Cornerstone Strategic Value Fund in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Cornerstone Strategic Value Fund position peaked at $14K in Q4 2022.
  • 89 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.