VFA
CSOD

Valeo Financial Advisors’s Cornerstone OnDemand, Inc. CSOD Stock Holding History

Valeo Financial Advisors’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
Q3 		– Sell
-41
Closed -$2K – 2266
2020
Q2 		$2K Hold
41
– – ﹤0.01% 1827
2020
Q1 		$1K Buy
41
+4
+11% +$195 ﹤0.01% 1765
2019
Q4 		$2K Hold
37
– – ﹤0.01% 1504
2019
Q3 		$2K Hold
37
– – ﹤0.01% 1427
2019
Q2 		$2K Hold
37
– – ﹤0.01% 1448
2019
Q1 		$2K Buy
37
+2
+6% +$111 ﹤0.01% 1413
2018
Q4 		$2K Hold
35
– – ﹤0.01% 1343
2018
Q3 		$2K Hold
35
– – ﹤0.01% 1547
2018
Q2 		$2K Hold
35
– – ﹤0.01% 1401
2018
Q1 		$1K Buy
35
+1
+3% +$41 ﹤0.01% 1499
2017
Q4 		$1K Buy
34
+2
+6% +$75 ﹤0.01% 1350
2017
Q3 		$1K Buy
+32
New +$1.18K ﹤0.01% 1153

Other funds holding CSOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return

Valeo Financial Advisors's CSOD Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Cornerstone OnDemand, Inc. (CSOD) in Q3 2020, closing a stake of 41 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in CSOD in Q3 2017 and held it in 12 quarters. The position peaked at $2K in Q2 2020. 167 funds tracked by Wall St. Rank hold CSOD as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Cornerstone OnDemand, Inc. position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 41 Cornerstone OnDemand, Inc. shares in Q3 2020, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Cornerstone OnDemand, Inc. in Q3 2017 and held it in 12 quarters.
  • Valeo Financial Advisors's Cornerstone OnDemand, Inc. position peaked at $2K in Q2 2020.
  • 167 funds tracked by Wall St. Rank held Cornerstone OnDemand, Inc. as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.