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Capital Planning Advisors’s Cognizant CTSH Stock Holding History

Capital Planning Advisors’s Portfolio CTSH Stock Details CTSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,664
Closed -$239K – 146
2022
Q1 		$239K Buy
2,664
+150
+6% +$13.2K 0.05% 147
2021
Q4 		$223K Buy
+2,514
New +$202K 0.04% 150

Other funds holding CTSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Planning Advisors's CTSH Position: Q2 2022 in Review

Capital Planning Advisors sold out of Cognizant (CTSH) in Q2 2022, closing a stake of 2,664 shares — an estimated $239K sold.

Capital Planning Advisors first reported a position in CTSH in Q4 2021 and held it in 2 quarters. The position peaked at $239K in Q1 2022. 916 funds tracked by Wall St. Rank hold CTSH as of Q2 2022.

  • Capital Planning Advisors reported no remaining Cognizant position as of Q2 2022 after selling out during the quarter.
  • Capital Planning Advisors sold 2,664 Cognizant shares in Q2 2022, an estimated $239K.
  • Capital Planning Advisors first reported a position in Cognizant in Q4 2021 and held it in 2 quarters.
  • Capital Planning Advisors's Cognizant position peaked at $239K in Q1 2022.
  • 916 funds tracked by Wall St. Rank held Cognizant as of Q2 2022.

Based on Capital Planning Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.