SFMG Wealth Advisors’s CyrusOne Inc Common Stock CONE Stock Holding History

SFMG Wealth Advisors’s Portfolio CONE Stock Details CONE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-6,975	Closed	-$540K	–	307
2021 Q3	$540K	Hold	6,975	–	–	0.06%	138
2021 Q2	$499K	Hold	6,975	–	–	0.06%	147
2021 Q1	$472K	Sell	6,975 -52	-0.7%	-$3.61K	0.05%	148
2020 Q4	$514K	Buy	7,027 +52	+0.7%	+$3.77K	0.07%	125
2020 Q3	$488K	Hold	6,975	–	–	0.07%	107
2020 Q2	$507K	Sell	6,975 -2,400	-26%	-$171K	0.07%	96
2020 Q1	$579K	Hold	9,375	–	–	0.09%	65
2019 Q4	$613K	Hold	9,375	–	–	0.08%	92
2019 Q3	$742K	Hold	9,375	–	–	0.1%	67
2019 Q2	$523K	Hold	9,375	–	–	0.07%	88
2019 Q1	$492K	Hold	9,375	–	–	0.07%	82
2018 Q4	$496K	Hold	9,375	–	–	0.08%	71
2018 Q3	$520K	Buy	+9,375	New	+$607K	0.08%	63

Other funds holding CONE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SFMG Wealth Advisors's CONE Position: Q4 2021 in Review

SFMG Wealth Advisors sold out of CyrusOne Inc Common Stock (CONE) in Q4 2021, closing a stake of 6,975 shares — an estimated $540K sold.

SFMG Wealth Advisors first reported a position in CONE in Q3 2018 and held it in 13 quarters. The position peaked at $742K in Q3 2019. 469 funds tracked by Wall St. Rank hold CONE as of Q4 2021.

SFMG Wealth Advisors reported no remaining CyrusOne Inc Common Stock position as of Q4 2021 after selling out during the quarter.
SFMG Wealth Advisors sold 6,975 CyrusOne Inc Common Stock shares in Q4 2021, an estimated $540K.
SFMG Wealth Advisors first reported a position in CyrusOne Inc Common Stock in Q3 2018 and held it in 13 quarters.
SFMG Wealth Advisors's CyrusOne Inc Common Stock position peaked at $742K in Q3 2019.
469 funds tracked by Wall St. Rank held CyrusOne Inc Common Stock as of Q4 2021.

Based on SFMG Wealth Advisors's 13F filing for Q4 2021, filed 31 Jan 2022.