Sterling Financial Planning’s Cumberland Pharmaceuticals CPIX Stock Holding History

Sterling Financial Planning’s Portfolio CPIX Stock Details CPIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-22,031	Closed	-$46K	–	84
2022 Q2	$46K	Hold	22,031	–	–	0.03%	89
2022 Q1	$62K	Hold	22,031	–	–	0.04%	94
2021 Q4	$103K	Hold	22,031	–	–	0.06%	95
2021 Q3	$59K	Hold	22,031	–	–	0.04%	168
2021 Q2	$63K	Hold	22,031	–	–	0.04%	151
2021 Q1	$67K	Hold	22,031	–	–	0.05%	130
2020 Q4	$65K	Buy	+22,031	New	+$66.7K	0.05%	123

Other funds holding CPIX

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Sterling Financial Planning's CPIX Position: Q3 2022 in Review

Sterling Financial Planning sold out of Cumberland Pharmaceuticals (CPIX) in Q3 2022, closing a stake of 22,031 shares — an estimated $46K sold.

Sterling Financial Planning first reported a position in CPIX in Q4 2020 and held it in 7 quarters. The position peaked at $103K in Q4 2021. 17 funds tracked by Wall St. Rank hold CPIX as of Q3 2022.

Sterling Financial Planning reported no remaining Cumberland Pharmaceuticals position as of Q3 2022 after selling out during the quarter.
Sterling Financial Planning sold 22,031 Cumberland Pharmaceuticals shares in Q3 2022, an estimated $46K.
Sterling Financial Planning first reported a position in Cumberland Pharmaceuticals in Q4 2020 and held it in 7 quarters.
Sterling Financial Planning's Cumberland Pharmaceuticals position peaked at $103K in Q4 2021.
17 funds tracked by Wall St. Rank held Cumberland Pharmaceuticals as of Q3 2022.

Based on Sterling Financial Planning's 13F filing for Q3 2022, filed 2 Nov 2022.