SSWM
CSOD

Sheets Smith Wealth Management’s Cornerstone OnDemand, Inc. CSOD Stock Holding History

Sheets Smith Wealth Management’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
2020
Q1 		– Sell
-11,930
Closed -$693K – 343
2019
Q4 		$693K Buy
11,930
+3,340
+39% +$193K 0.13% 161
2019
Q3 		$471K Buy
8,590
+242
+3% +$13.6K 0.1% 201
2019
Q2 		$484K Sell
8,348
-84
-1% -$4.54K 0.1% 211
2019
Q1 		$462K Buy
+8,432
New +$466K 0.1% 213

Other funds holding CSOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $121B AUM 27.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Sheets Smith Wealth Management's CSOD Position: Q1 2020 in Review

Sheets Smith Wealth Management sold out of Cornerstone OnDemand, Inc. (CSOD) in Q1 2020, closing a stake of 11,930 shares — an estimated $693K sold.

Sheets Smith Wealth Management first reported a position in CSOD in Q1 2019 and held it in 4 quarters. The position peaked at $693K in Q4 2019. 168 funds tracked by Wall St. Rank hold CSOD as of Q1 2020.

  • Sheets Smith Wealth Management reported no remaining Cornerstone OnDemand, Inc. position as of Q1 2020 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 11,930 Cornerstone OnDemand, Inc. shares in Q1 2020, an estimated $693K.
  • Sheets Smith Wealth Management first reported a position in Cornerstone OnDemand, Inc. in Q1 2019 and held it in 4 quarters.
  • Sheets Smith Wealth Management's Cornerstone OnDemand, Inc. position peaked at $693K in Q4 2019.
  • 168 funds tracked by Wall St. Rank held Cornerstone OnDemand, Inc. as of Q1 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.