SFP
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Sterling Financial Planning’s ProShares Large Cap Core Plus CSM Stock Holding History

Sterling Financial Planning’s Portfolio CSM Stock Details CSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-172
Closed -$9K – 164
2021
Q3 		$9K Hold
172
– – 0.01% 326
2021
Q2 		$9K Hold
172
– – 0.01% 307
2021
Q1 		$8K Buy
172
+2
+1% +$88 0.01% 286
2020
Q4 		$7K Buy
+170
New +$6.8K 0.01% 278

Other funds holding CSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $962M AUM 8.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Sterling Financial Planning's CSM Position: Q4 2021 in Review

Sterling Financial Planning sold out of ProShares Large Cap Core Plus (CSM) in Q4 2021, closing a stake of 172 shares — an estimated $9K sold.

Sterling Financial Planning first reported a position in CSM in Q4 2020 and held it in 4 quarters. The position peaked at $9K in Q3 2021. 87 funds tracked by Wall St. Rank hold CSM as of Q4 2021.

  • Sterling Financial Planning reported no remaining ProShares Large Cap Core Plus position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 172 ProShares Large Cap Core Plus shares in Q4 2021, an estimated $9K.
  • Sterling Financial Planning first reported a position in ProShares Large Cap Core Plus in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's ProShares Large Cap Core Plus position peaked at $9K in Q3 2021.
  • 87 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.