AWM
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Altium Wealth Management’s Cosan CSAN Stock Holding History

Altium Wealth Management’s Portfolio CSAN Stock Details CSAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$171K Sell
12,299
-8,309
-40% -$138K 0.01% 350
2022
Q1 		$408K Sell
20,608
-7,205
-26% -$122K 0.03% 284
2021
Q4 		$436K Sell
27,813
-1,555
-5% -$24.1K 0.03% 272
2021
Q3 		$492K Sell
29,368
-522
-2% -$9.58K 0.04% 230
2021
Q2 		$569K Buy
+29,890
New +$524K 0.04% 207

Other funds holding CSAN

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MC
Martin Currie Edinburgh, United Kingdom $2.61B AUM 29.41% 1-Year Est. Return
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.14B AUM 41.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Altium Wealth Management's CSAN Position: Q2 2022 in Review

Altium Wealth Management reduced its Cosan (CSAN) stake by 40% in Q2 2022, selling an estimated $138K and leaving 12,299 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #350.

Altium Wealth Management first reported a position in CSAN in Q2 2021 and has held it in 5 quarters since. The position peaked at $569K in Q2 2021. 59 funds tracked by Wall St. Rank hold CSAN as of Q2 2022.

  • Altium Wealth Management held 12,299 shares of Cosan worth $171K as of Q2 2022.
  • Altium Wealth Management sold 8,309 Cosan shares in Q2 2022, an estimated $138K.
  • Cosan made up 0.01% of Altium Wealth Management's portfolio in Q2 2022, its #350 holding.
  • Altium Wealth Management first reported a position in Cosan in Q2 2021 and has held it in 5 quarters since.
  • Altium Wealth Management's Cosan position peaked at $569K in Q2 2021.
  • 59 funds tracked by Wall St. Rank held Cosan as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.