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Baldwin Wealth Partners’s Cohen & Steers CNS Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-3,597
Closed -$345K – 386
2024
Q3 		$345K Buy
+3,597
New +$306K 0.02% 256

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State Street
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Dimensional Fund Advisors
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Victory Capital Management
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CCM
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Baldwin Wealth Partners's CNS Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Cohen & Steers (CNS) in Q4 2024, closing a stake of 3,597 shares — an estimated $345K sold.

Baldwin Wealth Partners first reported a position in CNS in Q3 2024 and held it in 1 quarter. The position peaked at $345K in Q3 2024. 280 funds tracked by Wall St. Rank hold CNS as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Cohen & Steers position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 3,597 Cohen & Steers shares in Q4 2024, an estimated $345K.
  • Baldwin Wealth Partners first reported a position in Cohen & Steers in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Cohen & Steers position peaked at $345K in Q3 2024.
  • 280 funds tracked by Wall St. Rank held Cohen & Steers as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.