PWPS
CSOD

Pinnacle Wealth Planning Services’s Cornerstone OnDemand, Inc. CSOD Stock Holding History

Pinnacle Wealth Planning Services’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
-96
Closed -$4K – 2248
2020
Q4 		$4K Buy
+96
New +$3.97K ﹤0.01% 1784

Other funds holding CSOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Pinnacle Wealth Planning Services's CSOD Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Cornerstone OnDemand, Inc. (CSOD) in Q1 2021, closing a stake of 96 shares — an estimated $4K sold.

Pinnacle Wealth Planning Services first reported a position in CSOD in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 191 funds tracked by Wall St. Rank hold CSOD as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Cornerstone OnDemand, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 96 Cornerstone OnDemand, Inc. shares in Q1 2021, an estimated $4K.
  • Pinnacle Wealth Planning Services first reported a position in Cornerstone OnDemand, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Cornerstone OnDemand, Inc. position peaked at $4K in Q4 2020.
  • 191 funds tracked by Wall St. Rank held Cornerstone OnDemand, Inc. as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.