AWM
CNS icon

Atticus Wealth Management’s Cohen & Steers CNS Stock Holding History

Atticus Wealth Management’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
2022
Q4 		– Sell
-40
Closed -$3K – 556
2022
Q3 		$3K Hold
40
– – ﹤0.01% 466
2022
Q2 		$3K Buy
+40
New +$3.02K ﹤0.01% 498

Other funds holding CNS

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Atticus Wealth Management's CNS Position: Q4 2022 in Review

Atticus Wealth Management sold out of Cohen & Steers (CNS) in Q4 2022, closing a stake of 40 shares — an estimated $3K sold.

Atticus Wealth Management first reported a position in CNS in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 200 funds tracked by Wall St. Rank hold CNS as of Q4 2022.

  • Atticus Wealth Management reported no remaining Cohen & Steers position as of Q4 2022 after selling out during the quarter.
  • Atticus Wealth Management sold 40 Cohen & Steers shares in Q4 2022, an estimated $3K.
  • Atticus Wealth Management first reported a position in Cohen & Steers in Q2 2022 and held it in 2 quarters.
  • Atticus Wealth Management's Cohen & Steers position peaked at $3K in Q3 2022.
  • 200 funds tracked by Wall St. Rank held Cohen & Steers as of Q4 2022.

Based on Atticus Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.