WAM
CSOD

Wealthspire Advisors (Maryland)’s Cornerstone OnDemand, Inc. CSOD Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-694
Closed -$38K – 2328
2019
Q1 		$38K Sell
694
-175
-20% -$9.68K ﹤0.01% 1012
2018
Q4 		$44K Sell
869
-31
-3% -$1.57K ﹤0.01% 922
2018
Q3 		$51K Sell
900
-186
-17% -$10K ﹤0.01% 964
2018
Q2 		$52K Sell
1,086
-172
-14% -$8.03K ﹤0.01% 966
2018
Q1 		$49K Sell
1,258
-33
-3% -$1.34K ﹤0.01% 998
2017
Q4 		$46K Buy
1,291
+13
+1% +$485 ﹤0.01% 1043
2017
Q3 		$52K Buy
1,278
+182
+17% +$6.73K 0.01% 972
2017
Q2 		$39K Buy
1,096
+132
+14% +$4.95K ﹤0.01% 1033
2017
Q1 		$37K Buy
964
+62
+7% +$2.55K 0.01% 894
2016
Q4 		$38K Sell
902
-150
-14% -$5.95K 0.01% 849
2016
Q3 		$48K Buy
1,052
+162
+18% +$7.09K 0.01% 785
2016
Q2 		$34K Buy
890
+155
+21% +$5.77K 0.01% 826
2016
Q1 		$24K Buy
735
+168
+30% +$5.07K ﹤0.01% 913
2015
Q4 		$20K Buy
+567
New +$19.6K ﹤0.01% 975

Other funds holding CSOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CSOD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Cornerstone OnDemand, Inc. (CSOD) in Q2 2019, closing a stake of 694 shares — an estimated $38K sold.

Wealthspire Advisors (Maryland) first reported a position in CSOD in Q4 2015 and held it in 14 quarters. The position peaked at $52K in Q2 2018. 216 funds tracked by Wall St. Rank hold CSOD as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Cornerstone OnDemand, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 694 Cornerstone OnDemand, Inc. shares in Q2 2019, an estimated $38K.
  • Wealthspire Advisors (Maryland) first reported a position in Cornerstone OnDemand, Inc. in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Cornerstone OnDemand, Inc. position peaked at $52K in Q2 2018.
  • 216 funds tracked by Wall St. Rank held Cornerstone OnDemand, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.