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CarsonAllaria Wealth Management’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History

CarsonAllaria Wealth Management’s Portfolio RNP Stock Details RNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8
Closed -$153 – 399
2023
Q2 		$153 Buy
+8
New +$149 ﹤0.01% 382

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CarsonAllaria Wealth Management's RNP Position: Q3 2023 in Review

CarsonAllaria Wealth Management sold out of Cohen & Steers REIT and Preferred and Income Fund (RNP) in Q3 2023, closing a stake of 8 shares — an estimated $153 sold.

CarsonAllaria Wealth Management first reported a position in RNP in Q2 2023 and held it in 1 quarter. The position peaked at $153 in Q2 2023. 98 funds tracked by Wall St. Rank hold RNP as of Q3 2023.

  • CarsonAllaria Wealth Management reported no remaining Cohen & Steers REIT and Preferred and Income Fund position as of Q3 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 8 Cohen & Steers REIT and Preferred and Income Fund shares in Q3 2023, an estimated $153.
  • CarsonAllaria Wealth Management first reported a position in Cohen & Steers REIT and Preferred and Income Fund in Q2 2023 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Cohen & Steers REIT and Preferred and Income Fund position peaked at $153 in Q2 2023.
  • 98 funds tracked by Wall St. Rank held Cohen & Steers REIT and Preferred and Income Fund as of Q3 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.