CFFP
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Center for Financial Planning’s Cohen & Steers CNS Stock Holding History

Center for Financial Planning’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
-33
Closed -$2K – 567
2022
Q3 		$2K Buy
+33
New +$2.36K ﹤0.01% 516

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

Center for Financial Planning's CNS Position: Q4 2022 in Review

Center for Financial Planning sold out of Cohen & Steers (CNS) in Q4 2022, closing a stake of 33 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in CNS in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 200 funds tracked by Wall St. Rank hold CNS as of Q4 2022.

  • Center for Financial Planning reported no remaining Cohen & Steers position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 33 Cohen & Steers shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in Cohen & Steers in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Cohen & Steers position peaked at $2K in Q3 2022.
  • 200 funds tracked by Wall St. Rank held Cohen & Steers as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.