SFS
CSOD

Sowell Financial Services’s Cornerstone OnDemand, Inc. CSOD Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-147
Closed -$6K – 3138
2021
Q1 		$6K Hold
147
– – ﹤0.01% 2567
2020
Q4 		$6K Buy
147
+116
+374% +$4.8K ﹤0.01% 2246
2020
Q3 		$1K Hold
31
– – ﹤0.01% 2480
2020
Q2 		$1K Hold
31
– – ﹤0.01% 2415
2020
Q1 		$1K Sell
31
-14
-31% -$683 ﹤0.01% 2365
2019
Q4 		$3K Sell
45
-14
-24% -$810 ﹤0.01% 2129
2019
Q3 		$3K Buy
+59
New +$3.31K ﹤0.01% 2008

Other funds holding CSOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sowell Financial Services's CSOD Position: Q2 2021 in Review

Sowell Financial Services sold out of Cornerstone OnDemand, Inc. (CSOD) in Q2 2021, closing a stake of 147 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in CSOD in Q3 2019 and held it in 7 quarters. The position peaked at $6K in Q1 2021. 188 funds tracked by Wall St. Rank hold CSOD as of Q2 2021.

  • Sowell Financial Services reported no remaining Cornerstone OnDemand, Inc. position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 147 Cornerstone OnDemand, Inc. shares in Q2 2021, an estimated $6K.
  • Sowell Financial Services first reported a position in Cornerstone OnDemand, Inc. in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Cornerstone OnDemand, Inc. position peaked at $6K in Q1 2021.
  • 188 funds tracked by Wall St. Rank held Cornerstone OnDemand, Inc. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.