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Prairie Sky Financial Group’s Cornerstone Strategic Value Fund CLM Stock Holding History

Prairie Sky Financial Group’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
Q4 		– Sell
-15,855
Closed -$120K – 73
2024
Q3 		$120K Buy
+15,855
New +$118K 0.07% 80

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Prairie Sky Financial Group's CLM Position: Q4 2024 in Review

Prairie Sky Financial Group sold out of Cornerstone Strategic Value Fund (CLM) in Q4 2024, closing a stake of 15,855 shares — an estimated $120K sold.

Prairie Sky Financial Group first reported a position in CLM in Q3 2024 and held it in 1 quarter. The position peaked at $120K in Q3 2024. 128 funds tracked by Wall St. Rank hold CLM as of Q4 2024.

  • Prairie Sky Financial Group reported no remaining Cornerstone Strategic Value Fund position as of Q4 2024 after selling out during the quarter.
  • Prairie Sky Financial Group sold 15,855 Cornerstone Strategic Value Fund shares in Q4 2024, an estimated $120K.
  • Prairie Sky Financial Group first reported a position in Cornerstone Strategic Value Fund in Q3 2024 and held it in 1 quarter.
  • Prairie Sky Financial Group's Cornerstone Strategic Value Fund position peaked at $120K in Q3 2024.
  • 128 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q4 2024.

Based on Prairie Sky Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.