Atria Wealth Solutions’s Cohen & Steers CNS Stock Holding History

Atria Wealth Solutions’s Portfolio CNS Stock Details CNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,188	Closed	-$270K	–	1875
2022 Q4	$270K	Sell	4,188 -282	-6%	-$17.7K	﹤0.01%	1424
2022 Q3	$280K	Buy	4,470 +2	+0%	+$143	﹤0.01%	1343
2022 Q2	$284K	Sell	4,468 -1,019	-19%	-$77.1K	0.01%	1238
2022 Q1	$471K	Buy	+5,487	New	+$454K	0.01%	1096

Other funds holding CNS

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Atria Wealth Solutions's CNS Position: Q1 2023 in Review

Atria Wealth Solutions sold out of Cohen & Steers (CNS) in Q1 2023, closing a stake of 4,188 shares — an estimated $270K sold.

Atria Wealth Solutions first reported a position in CNS in Q1 2022 and held it in 4 quarters. The position peaked at $471K in Q1 2022. 198 funds tracked by Wall St. Rank hold CNS as of Q1 2023.

Atria Wealth Solutions reported no remaining Cohen & Steers position as of Q1 2023 after selling out during the quarter.
Atria Wealth Solutions sold 4,188 Cohen & Steers shares in Q1 2023, an estimated $270K.
Atria Wealth Solutions first reported a position in Cohen & Steers in Q1 2022 and held it in 4 quarters.
Atria Wealth Solutions's Cohen & Steers position peaked at $471K in Q1 2022.
198 funds tracked by Wall St. Rank held Cohen & Steers as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.