Cornerstone Wealth Advisors 13F annual report (2024) | wallmine

$334 billion Assets Under Management (AUM) As of 5th July 2024, Cornerstone Wealth Advisors’s top holding is 1,247,406 shares of Vanguard Scottsdale Fds currently worth over …


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Cornerstone Wealth Advisors 13F Annual Report (2024) | Wallmine

1 week from now

$334 billion Assets Under Management (AUM) As of 5th July 2024, Cornerstone Wealth Advisors’s top holding is 1,247,406 shares of Vanguard Scottsdale Fds currently worth over …

wallmine.com

7%
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Cornerstone Wealth 13F Annual Report (2024) | Wallmine

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As of 17th July 2024, Cornerstone Wealth’s top holding is 969,166 shares of NVIDIA Corp currently worth over $120 billion and making up 10.7% of the portfolio value. Relative to the …

wallmine.com

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Cornerstone Wealth Advisors 13F Annual Report (2024) | Wallmine GB

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$325 billion Assets Under Management (AUM) As of 4th April 2024, Cornerstone Wealth Advisors’s top holding is 1,215,928 shares of Vanguard Scottsdale Fds currently worth over …

wallmine.com

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Cornerstone Advisors 13F Annual Report (2024) – Wallmine.com

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$723 million Assets Under Management (AUM) As of 7th October 2020, Cornerstone Advisors’s top holding is 2,133,847 shares of Ishares Tr currently worth over $373 million and mak

wallmine.com

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Cornerstone Wealth Advisors 13F Annual Report (2024) | Wallmine

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$290 billion Assets Under Management (AUM) As of 13th July 2023, Cornerstone Wealth Advisors’s top holding is 1,070,330 shares of Vanguard Scottsdale Fds currently worth over …

wallmine.com

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Cornerstone Wealth 13F Annual Report (2024) | Wallmine

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Cornerstone Wealth 13F annual report Cornerstone Wealth is an investment fund managing more than $563 billion ran by Rachel Posner. There are currently 126 companies in Mrs. Posner’s …

wallmine.com

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Cornerstone Wealth Advisors 13F Annual Report (2023) | Wallmine

1 week from now

$286 million Assets Under Management (AUM) As of 8th November 2021, Cornerstone Wealth Advisors’s top holding is 1,702,394 shares of Vanguard Scottsdale Fds currently worth over …

wallmine.com

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Cornerstone Management 13F Annual Report (2024) | Wallmine

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$455 billion Assets Under Management (AUM) As of 17th July 2024, Cornerstone Management’s top holding is 938,398 shares of Vanguard Index Fds currently worth over $220 billion and …

wallmine.com

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Cornerstone Management 13F Annual Report (2024) | Wallmine

1 week from now

$455 billion Assets Under Management (AUM) As of 17th July 2024, Cornerstone Management’s top holding is 938,398 shares of Vanguard Index Fds currently worth over $220 billion and …

wallmine.com

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Cornerstone Partners Capital Management 13F Annual Report

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Cornerstone Partners Capital Management closed its position in Ishares Tr on 24th July 2024. It sold the previously owned 258,541 shares for $28.5 billion. Ishraga Eltahir also disclosed a …

wallmine.com

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Cornerstone Partners 13F Annual Report (2024) | Wallmine

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$122 million Assets Under Management (AUM) As of 7th October 2020, Cornerstone Partners’s top holding is 354,236 shares of Vanguard Index Fds currently worth over $51.7 million and …

wallmine.com

4%
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Cornerstone Capital 13F Annual Report (2024) | Wallmine

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As of 26th July 2024, Cornerstone Capital’s top holding is 142,062 shares of Microsoft currently worth over $63.5 billion and making up 6.4% of the portfolio value. Relative to the number of …

wallmine.com

$26
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Passaic Partners 13F Annual Report (2024) | Wallmine

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In the most recent 13F filing, Passaic Partners revealed that it had opened a new position in Spdr S&p Midcap 400 Etf Tr and bought 50,258 shares worth $26.9 billion. On the other hand, …

wallmine.com

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Rovida Advisors 13F Annual Report (2024) | Wallmine

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Rovida Advisors closed its position in NextEra Inc on 13th August 2024. It sold the previously owned 200,000 shares for $12.8 billion. Clive Mackintosh also disclosed a decreased stake in …

wallmine.com


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