CPC
CNS icon

Consolidated Planning Corp’s Cohen & Steers CNS Stock Holding History

Consolidated Planning Corp’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
2025
Q1 		– Sell
-5,601
Closed -$517K – 188
2024
Q4 		$517K Buy
+5,601
New +$554K 0.07% 128

Other funds holding CNS

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Consolidated Planning Corp's CNS Position: Q1 2025 in Review

Consolidated Planning Corp sold out of Cohen & Steers (CNS) in Q1 2025, closing a stake of 5,601 shares — an estimated $517K sold.

Consolidated Planning Corp first reported a position in CNS in Q4 2024 and held it in 1 quarter. The position peaked at $517K in Q4 2024. 293 funds tracked by Wall St. Rank hold CNS as of Q1 2025.

  • Consolidated Planning Corp reported no remaining Cohen & Steers position as of Q1 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 5,601 Cohen & Steers shares in Q1 2025, an estimated $517K.
  • Consolidated Planning Corp first reported a position in Cohen & Steers in Q4 2024 and held it in 1 quarter.
  • Consolidated Planning Corp's Cohen & Steers position peaked at $517K in Q4 2024.
  • 293 funds tracked by Wall St. Rank held Cohen & Steers as of Q1 2025.

Based on Consolidated Planning Corp's 13F filing for Q1 2025, filed 22 Apr 2025.