SWP
CRF

Significant Wealth Partners’s Cornerstone Total Return Fund CRF Stock Holding History

Significant Wealth Partners’s Portfolio CRF Stock Details CRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-541,216
Closed -$3.98M – 87
2024
Q1 		$3.98M Buy
541,216
+74,111
+16% +$524K 2.62% 4
2023
Q4 		$3.23M Buy
+467,105
New +$3.27M 2.35% 8

Other funds holding CRF

BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Significant Wealth Partners's CRF Position: Q2 2024 in Review

Significant Wealth Partners sold out of Cornerstone Total Return Fund (CRF) in Q2 2024, closing a stake of 541,216 shares — an estimated $3.98M sold.

Significant Wealth Partners first reported a position in CRF in Q4 2023 and held it in 2 quarters. The position peaked at $3.98M in Q1 2024. 54 funds tracked by Wall St. Rank hold CRF as of Q2 2024.

  • Significant Wealth Partners reported no remaining Cornerstone Total Return Fund position as of Q2 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 541,216 Cornerstone Total Return Fund shares in Q2 2024, an estimated $3.98M.
  • Significant Wealth Partners first reported a position in Cornerstone Total Return Fund in Q4 2023 and held it in 2 quarters.
  • Significant Wealth Partners's Cornerstone Total Return Fund position peaked at $3.98M in Q1 2024.
  • 54 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.