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CFS Investment Advisory Services’s Cohen & Steers CNS Stock Holding History

CFS Investment Advisory Services’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
2023
Q1 		– Sell
-3,100
Closed -$200K – 138
2022
Q4 		$200K Sell
3,100
-128,799
-98% -$8.08M 0.05% 121
2022
Q3 		$2K Buy
+131,899
New +$9.43M ﹤0.01% 155

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Vanguard Group
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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

CFS Investment Advisory Services's CNS Position: Q1 2023 in Review

CFS Investment Advisory Services sold out of Cohen & Steers (CNS) in Q1 2023, closing a stake of 3,100 shares — an estimated $200K sold.

CFS Investment Advisory Services first reported a position in CNS in Q3 2022 and held it in 2 quarters. The position peaked at $200K in Q4 2022. 198 funds tracked by Wall St. Rank hold CNS as of Q1 2023.

  • CFS Investment Advisory Services reported no remaining Cohen & Steers position as of Q1 2023 after selling out during the quarter.
  • CFS Investment Advisory Services sold 3,100 Cohen & Steers shares in Q1 2023, an estimated $200K.
  • CFS Investment Advisory Services first reported a position in Cohen & Steers in Q3 2022 and held it in 2 quarters.
  • CFS Investment Advisory Services's Cohen & Steers position peaked at $200K in Q4 2022.
  • 198 funds tracked by Wall St. Rank held Cohen & Steers as of Q1 2023.

Based on CFS Investment Advisory Services's 13F filing for Q1 2023, filed 5 May 2023.