Cornerstone Planning Group LLC Sells in Q4 2024

Cornerstone Planning Group LLC

  • $407 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ES
Eversource Energy

Utilities
-6
- 22.22%
$55.9 - $67.73 $335 - $406
21 $1.22M
IEF
Ishares Barclays

ETFs
-4
- 4.44%
$92.08 - $98.18 $368 - $393
86 $8M
ACN
Accenture PLC

Technology
-6
- 3.49%
$343.9 - $376.86 $2.06K - $2.26K
166 $61.9M
EFX
Equifax Inc

Industrials
-2
- 16.67%
$245.03 - $293.5 $490 - $587
10 $2.75M
FSLR
First Solar, Inc.

Technology
-2
- 50.0%
$175.88 - $240.66 $352 - $481
2 $329K
PPG
Ppg Industries Inc

Basic Materials
-3
- 8.33%
$119.09 - $131.37 $357 - $394
33 $4.1M
ENS
Ener Sys

Industrials
-4
- 6.78%
$91.53 - $104.0 $366 - $416
55 $5.43M
INSM
Insmed Inc

Healthcare
-11
- 18.03%
$66.29 - $76.63 $729 - $843
50 $3.88M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-1
- 3.57%
$49.78 - $66.55 $49.8 - $66.6
27 $1.35M
OEF
Ishares S&P 100 ETF

ETFs
-2
- 14.29%
N/A
12 $3.53M
BDX
Becton Dickinson & CO

Healthcare
-3
- 9.38%
$220.02 - $243.75 $660 - $731
29 $7.21M
SDRL
Seadrill Limited

Energy
-10
- 50.0%
N/A
10 $366K
F
Ford Motor CO

Consumer Cyclical
-34
- 6.1%
$9.69 - $11.4 $329 - $388
523 $5.43M
AM
Antero Midstream Corp

Energy
-27
- 25.0%
$14.22 - $15.97 $384 - $431
81 $1.27M
ING
Ing Groep Nv

Financial Services
-19
- 12.1%
$15.1 - $17.73 $287 - $337
138 $2.32M
DVN
Devon Energy Corp

Energy
-8
- 42.11%
$30.52 - $42.96 $244 - $344
11 $389K
HAL
Halliburton CO

Energy
-12
- 40.0%
$25.77 - $31.99 $309 - $384
18 $491K
CMI
Cummins Inc

Industrials
-3
- 7.32%
$324.93 - $383.42 $975 - $1.15K
38 $13.3M
MGA
Magna International Inc

Consumer Cyclical
-7
- 9.86%
$39.47 - $46.46 $276 - $325
64 $2.66M
CBRE
Cbre Group, Inc.

Real Estate
-13
- 10.08%
$119.22 - $140.71 $1.55K - $1.83K
116 $16.6M
MSI
Motorola Solutions, Inc.

Technology
-2
- 3.03%
$449.08 - $504.6 $898 - $1.01K
64 $30M
VEEV
Veeva Systems Inc

Healthcare
-7
- 6.36%
$201.81 - $250.45 $1.41K - $1.75K
103 $23.3M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-16
- 21.62%
$152.04 - $211.12 $2.43K - $3.38K
58 $12.3M
TRV
Travelers Companies, Inc.

Financial Services
-1
- 7.69%
$225.97 - $266.66 $226 - $267
12 $3.01M
O
Realty Income Corp

Real Estate
-2
- 8.33%
$51.76 - $64.71 $104 - $129
22 $1.23M
OMC
Omnicom Group Inc.

Communication Services
-2
- 66.67%
$85.82 - $105.47 $172 - $211
1 $88K
PCG
Pg&E Corp

Utilities
-1
- 2.04%
$19.2 - $21.63 $19.2 - $21.6
48 $782K
Aegon LTD Amer Reg 1 Cert
-42
- 12.46%
N/A
295 $1.95M
MKSI
Mks Instruments Inc

Technology
-2
- 33.33%
$98.56 - $117.93 $197 - $236
4 $434K
BAX
Baxter International Inc

Healthcare
-4
- 25.0%
$28.63 - $37.84 $115 - $151
12 $402K
CHKP
Check Point Software Technologies LTD

Technology
-1
- 50.0%
$170.18 - $209.01 $170 - $209
1 $198K
SSRM
Ssr Mining Inc.

Basic Materials
-99
- 19.57%
$5.28 - $8.12 $523 - $804
407 $3.09M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-3
- 0.39%
$94.77 - $97.36 $284 - $292
769 $74.5M
FLNG
Flex Lng Ltd.

Energy
-7
- 11.86%
$21.13 - $26.93 $148 - $189
52 $1.31M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2
- 0.36%
$50.37 - $50.6 $101 - $101
554 $28M
SU
Suncor Energy Inc

Energy
-4
- 4.88%
$34.5 - $41.53 $138 - $166
78 $3.02M
EBAY
Ebay Inc

Consumer Cyclical
-11
- 6.96%
$57.51 - $67.17 $633 - $739
147 $9.83M
U
Unity Software Inc.

Technology
-4
- 50.0%
$17.34 - $27.72 $69.4 - $111
4 $87K
DLHC
Dlh Holdings Corp.

Industrials
-6
- 10.71%
$7.35 - $9.53 $44.1 - $57.2
50 $387K
MTN
Vail Resorts Inc

Consumer Cyclical
-1
- 6.25%
$165.69 - $195.44 $166 - $195
15 $2.64M
PLD
Prologis, Inc.

Real Estate
-13
- 5.16%
$101.4 - $126.96 $1.32K - $1.65K
239 $29M
HLI
Houlihan Lokey, Inc.

Financial Services
-5
- 7.14%
$158.81 - $190.49 $794 - $952
65 $11.7M
SF
Stifel Financial Corp

Financial Services
-7
- 6.8%
$93.4 - $117.72 $654 - $824
96 $10.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-11
- 0.78%
$51.09 - $55.27 $562 - $608
1.39K $73.9M
RGA
Reinsurance Group Of America Inc

Financial Services
-4
- 6.9%
$201.26 - $231.95 $805 - $928
54 $12.4M
BIO
Bio Rad Laboratories, Inc.

Healthcare
-1
- 4.76%
$313.15 - $374.28 $313 - $374
20 $7.18M
CFG
Citizens Financial Group Inc

Financial Services
-7
- 6.36%
$39.92 - $48.46 $279 - $339
103 $4.9M
ALGN
Align Technology Inc

Healthcare
-1
- 3.23%
$205.03 - $245.32 $205 - $245
30 $6.9M
VIG
Vanguard Dividend Appreciation

ETFs
-2
- 1.23%
N/A
160 $32.3M
Activity Summary
Buys All Purchases 715 New Holdings 221 Increased Positions 494 Sells All Sells 278 Reductions 278 Sold out 0 Options Calls 0 Puts 0
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