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Plante Moran Financial Advisors’s Cornerstone Strategic Value Fund CLM Stock Holding History

Plante Moran Financial Advisors’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
2024
Q2 		– Sell
-8,923
Closed -$66K – 800
2024
Q1 		$66K Buy
+8,923
New +$63.6K 0.01% 298

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

Plante Moran Financial Advisors's CLM Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of Cornerstone Strategic Value Fund (CLM) in Q2 2024, closing a stake of 8,923 shares — an estimated $66K sold.

Plante Moran Financial Advisors first reported a position in CLM in Q1 2024 and held it in 1 quarter. The position peaked at $66K in Q1 2024. 116 funds tracked by Wall St. Rank hold CLM as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining Cornerstone Strategic Value Fund position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 8,923 Cornerstone Strategic Value Fund shares in Q2 2024, an estimated $66K.
  • Plante Moran Financial Advisors first reported a position in Cornerstone Strategic Value Fund in Q1 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Cornerstone Strategic Value Fund position peaked at $66K in Q1 2024.
  • 116 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.